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 Challenge Non-profit organization was using a very outdated chart of accounts that had been cobbled together, somewhat arbitrarily, over the past many years.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...
by Bob Salem | Apr 20, 2022
Successful Carve-Out to Standalone Entity Challenge How to smoothly transfer staff, facilities, financials, banking, systems and customer communication from the company to a standalone entity without disrupting the customers, staff, or impacting operating results....
by Bob Salem | Mar 20, 2022
Turnaround Unprofitable Software Development Division Challenge Multibillion dollar Technology Division continued to be unprofitable with utilization at 98-99% annually. Solution Review of the contract pricing, Statement of Work (SOW), and actual software development...
