Expertise available for your business
Whether your accounting department is one bookkeeper or a larger team led by a controller, Mark can help.
Check Up - Assess and Improve
Whether your accounting department is one bookkeeper or a larger team led by a controller, Mark can help.
Check Up - Assess and Improve
- Assess your accounting team's knowledge and capabilities.
- Train, develop, and/or coach your accounting/financial employees, improving the efficiency and quality of your team and their work product.
- Assist your company in hiring the right financial employee(s) to satisfy your business needs.
- Transition your accounting function(s): either from "in-house" to outsourcing, or from outsourcing to bringing "in-house".
- Clean up of your financial statements so you have reliable and clear information to make better business decisions.
- Leverage and maximize your existing accounting system to improve financial and operational efficiency and the value of reports.
- Introduce other software solutions that complement your current systems and cost-effectively help drive efficiency, execution, and growth.
- Identify, vet, configure, and implement software systems that truly complement your business operations and drive value… perhaps you have outgrown your current accounting system [please visit the ERP SOFTWARE SYSTEM page for more information}
- For a Company with multiple businesses using different accounting systems, create an efficient system to consolidated financial statements.
- Manage the communication and exchange of information with CPA firms that prepare audited/reviewed/complied financial statements and/or tax returns, saving time, money, and headaches.
- Review the accuracy of financial statements and supporting documentation, and identify and resolve areas needing attention so that financial statements will be generally accepted accounting principles (GAAP) compliant and “audit ready” for CPA firms.
- Help secure a CPA firm that best meets your needs.
- Bring clarity to your company's financial situation.
- Identify and focus on lead measures [e.g., activities] that will drive the greatest value.
- Prepare predictive financial and operational forecast models.
- Help ensure the accuracy of your financial statements and management reports [i.e., "one version of the truth"] to:
- provide you with reliable information to objectively evaluate operating results and make more informed decisions,
- ensure strategic business decisions are supported by sound information (i.e., reality),
- ensure monthly/quarterly financial statements are prepared in the same manner as year-end reviewed/audited financial statements, so that your debt covenant ratios/obligations reported to lenders at year end are free of negative surprises.
- Reduce the number of days required to “close” monthly financial statements, providing the ability to make more timely decisions.
- Create and/or evaluate financial budgets vs. actual reporting results, to enhance predictability and decisions.
- Develop financial and operational dashboards to help you actively and efficiently manage your business.