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Meeting Room

SERVICES

Our expert solutions help you achieve your financial goals. With our proven experience, we can help you build a winning strategy and support you on the journey to successfully meet your objectives. 

EXECUTIVE LEVEL PLANNING
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Mergers and Acquisitions:

  • Strategize, identify and evaluate potential business entities, conducting due diligence, negotiating and structuring the deal, and securing financing.

  • Obtain regulatory approvals, close transaction and integrating the entities in a post-merger integration process. 

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Budgetary Reporting and Compliance:

  • Ensure that the organization's budgetary reporting comply with State and Local budget laws and regulations.

  • Prioritize budgets to meet organization’s strategic goals, prepare comprehensive annual budget book. Manage financial modeling, and Debt/Bond program.

  • Manage cost allocation plan and indirect cost rate proposal for all grants, ensuring compliance with guidelines.
     

Financial Reporting and Compliance:​​

  • Lead efforts to discover and resolve significant audit findings. 

  • Ensure the organization’s financial reporting complied with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) requirements. Prepare and maintain accurate and timely Cash-Basis Financial Report, ensuring alignment with internal policies and external regulatory standards. Compile and submit the Comprehensive Annual Financial Report (CAFR), ensuring full compliance with GASB guidelines and timely delivery to oversight bodies. Complete and file IRS Form 990 and Form 5500 for tax-exempt status compliance, including all required schedules and narrative explanations. 

  • Provide QuickBooks Financial Reporting Services.
     

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WORKFORCE EXCELLENCE AND LEARNING

 Accountability: 

  • Champion a culture of integrity, trust, respect and accountability to strengthen team cohesion and professional standards.

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 Training and cross-training: 

  • Invest in training and cross training initiatives that encourage continuous learning, innovation, and career development across roles.

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STRATEGIC FRAMEWORK FOR MEASURABLE SUCCESS

 Strategic Planning: 

  • Support organizations in transforming their vision and mission into actionable goals and measurable outcomes.

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 Performance Management: 

  • Enable organizations to monitor progress, evaluate results and identify opportunities for continuous improvement.

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