tax return preparation
(614) 758-3355
220 Market Street, suite 202
new albany, ohio 43054
Many of our clients don't need a full-time CFO, but do need assistance in many of the areas listed below. We can provide the financial expertise on an as needed basis. In addition, many of our clients may have a CFO, but find themselves in a situation where they need someone to step in to provide some additional assistance for special projects and we can provide that with little direction. Finally, an organization may unexpectedly lose their CFO or recognize they need a change and we can fill the CFO position on an interim basis until a new candidate is identified. We can also go as far as help identify and train a replacement.
Our areas of expertise include:
- Setting up a financial system
- Oversight of core accounting functions
- Preparing financial statements
- Assisting with forecasting and budgeting
- Developing and analyzing business plans
- Developing financial models and assistance in sourcing capital
- Prepare internal management reports such as
- cash flow analysis or
- analysis of major expenses
- cash flow analysis or
- Preparing for the purchase or sale of a business
- M & A assistance including due diligence analysis and financial systems integration
- Sarbanes-Oxley implementation or evaluation