Appetizers
Strategic planning Preparation of cash and accrual projections
Financial evaluation of historical activity Identification of cost savings measures
Assessment of financial resources Support for capital sourcing from banks and investors
Operating and capital budget program development and management
Support for acquisition, merger and disposition financial structuring and execution
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First Course
Develop and track benchmarks for financial metrics
Cost/benefit analysis for planning and decision making
Identification of performance goals Initiation of compensation/benefit plans
Financial management of royalty, grant, IP and deferred sales relationships
Insource/outsource evaluation Negotiation of outsource relationships
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Second Course
Risk assessment Identification of insurance requirements
Internal audit Contract performance reviews
Support for software conversion and integration
Internal management of audit and tax compliance
Integration of accounting operations resulting from entity transactions
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Dessert
Report design Integration with financial statement presentation
Process improvement evaluation Operating procedure documentation
Financial management of foreign operations and accounting consolidation
Production of internal financial statements for management and board presentations
Tracking of ownership shares for common, preferred, warrants and options
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