by Gary Cohen | Jul 11, 2025
Aligning Strategic Goals with Daily Operations while Uncovering Opportunities and Pain Points Medical billing and ancillary services provider Challenge A growing medical billing and ancillary services provider needed a clear vision and mission to guide its expanding...
by Deborah Adkins | Jul 8, 2025
Self-Funding Miracle: Premium Refunds and Increased Benefits Challenge A company with over 1,500 employees—many in entry-level roles—struggled with low healthcare participation due to unaffordable premiums. Nearly one-third of employees had opted out of coverage....
by Matt LaFleur, CPA | Oct 3, 2023
Chart of Accounts Revolution! Challenge Non-profit organization was using a very outdated chart of accounts that had been cobbled together, somewhat arbitrarily, over the past many years. This led to confusion, inaccuracy, and concerns internally about how to manage...
by Anita P. Moulton | Aug 20, 2022
Successful Business Divestiture Challenge How to smoothly transfer the financial reporting data, processes, and systems from the seller company to the acquiring company without disrupting the business or impacting the operating results. Solution Managed Transition...
by Bob Salem | Jul 20, 2022
Interim Chief Financial Officer Private Equity Portfolio Company Challenge The Client, a Private Equity owned retail services organization, required an Interim CFO to manage the financial and operational functions, PE communications/requirements, banking covenants,...
by Anita P. Moulton | Jun 20, 2022
Implementation of Strategic Planning Tool to Achieve Long Term Financial Plan Balanced Scorecard Approach to Define 3 Year Financial Plan Challenge Multi-billion $ organization acquires a small family owned business in an adjacent market with a rapid global growth...
