FINANCIAL MANAGEMENT

Our FINANCIAL MANAGEMENT practice places a customized combination of CFOs, controllers and junior financial personnel on-site at our clients' offices to deliver comprehensive finance and accounting solutions at each stage of a company's lifecycle. We provide strategic and financial planning and analysis, robust reporting to management and the board, and risk management services, and our team has extensive experience in designing, implementing, and managing finance and accounting operations. We help clients address key issues and capitalize on opportunities, and we do it in a manner that helps ensure the long-term health of the company.

We act as interim or short-term CFO and we also provide more basic services for companies that have a full-time CFO. Our team has extensive experience in financings and venture-capital funding, and we assist clients seeking external funding through our deep connections to the Boston venture-capital and angel communities.

In tandem with our Growth Advisory Services, we assist senior management with devising accountable and predictable sales strategies so that quarterly targets are met. For both early stage and established businesses, we deliver an actionable and results-oriented financial plan, and we work with CEOs to make sure the key elements of that plan are both realistic and attainable.

Specific services include:

	Financial reporting
	Financial planning & analysis
	Establishment of banking relationship & treasury services
	Payroll administration
	Funding assessment & options
	Financial system recommendations, selection & implementation
	General accounting services
		Accounts payable, billing & collections
		General accounting
		Revenue recognition
	Policies & procedures
		Expense reporting
		Travel & living policies
		Purchasing guidelines
	Evaluation of insurance reuirements
	Company valuation
	Potential exit strategy (including M&A potential)
	Due diligence support