• What We Do

    Financial Reporting | Operations

    • Deliver accurate and timely financial reports, valuations, tax information, cash distributions
    • Audit operations, treasury, and accounting functions; update policies, improve controls, reduce error rates
    • Support business objectives with models, cash flow projections, key metrics, critical insights
    • Implement successful tax strategies for corporate, joint venture, and special purpose entities
    • Design technology solutions, direct data management, complete software upgrades
    • Develop corporate org charts, create shared services, implement fund administration 
    • Evaluate procedures, amend coverage, establish best practices, mitigate risk  

    Restructure | Reposition

    • Successfully resolve legal, regulatory, tax, accounting and financial challenges 
    • Restructure debt, reorganize operations, implement controls, reduce costs, increase revenue 
    • Lead turn arounds for online marketing, professional service, software, and investment companies

    Leadership

    • Fractional CFO services and consulting
    • Establish and maintain critical relationships with investors, advisors, and bankers
    • Lead Capital Markets, Investor Relations, HR, IT teams; Investment Committee Member
    • Organize, build, manage, and coach high-performing teams
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