Situation: A newly opened restaurant needed to provide its bank with a consistent monthly financial reporting package while managing the demands of a new business. Solution: Our team developed a comprehensive reporting package tailored to the bank’s requirements. Impact: The client spent less time preparing monthly bank reports and could devote more attention to restaurant […]
Situation: A rapidly growing online business was considering an initial public offering and needed to prepare its financial accounting practices for the process. Solution: Our team helped strengthen the company’s accounting policies and procedures in anticipation of the reporting requirements and scrutiny associated with going public. Impact: The company completed its IPO 18 months after […]
Situation: A newly formed professional services firm needed regularly updated financial projections to share with prospective investors during an equity raise. Solution: Our team developed an automated financial model that allowed the firm to update its three-year projections monthly as new information became available. Impact: Our model saved up to two staff workdays each month […]