What do you do dave?

I help entrepreneurs and executives in three primary ways.


FINANCIAL ACCOUNTING & REPORTING

Let’s get the numbers “right” and keep all of the necessary stakeholders happily informed.  Examples of such services include:

  • Accounting Oversight
  • Clean-Up of Accounting $#!%storms
  • Serving as financial quarterback in dealing with CPAs, attorneys, investors & lenders.
  • Monthly, Quarterly and Annual reporting
  • Support with compliance
  • Design of financial protocols

FINANCIAL PLANNING & analysis

Let’s translate the numbers into actionable business intelligence.  Examples of such services include:

  • Budgeting & Forecasting
  • Cash Flow Projecting & Management
  • Pro-Forma Projections
  • Financial Statement Analysis
  • Complex Financial Modeling
  • Preparation for Investment and/or Exit

Strategic consulting

Let’s develop a strategic plan to grow the business, and analyze tactical decisions to keep on track.  Examples of such services include:

  • Decision Analysis
  • Pricing Strategy
  • Cost Reductions
  • Operational Structuring
  • Organizational Dynamics
  • Litigation Support