Accounting Reports & Financial Analysis

From basic accounting to higher-level financial analysis and reporting, our team customizes the level of finance and accounting support you need to grow your business.

Our services are typically performed by our staff and senior accountants with oversight from our senior-level accounting employees, so you can be confident that your accounting and financial records are always in good hands.

Examples of Our Capabilities

Operational Accounting Support

Our team provides basic accounting functions (e.g., billing, AP/AR, payroll, etc.), monthly/annual financial closings, general ledger reconciliations, cash management, and project reporting. We provide oversight and support to internal accounting staff and ensure that proper accounting controls are in place to minimize the risk of employee fraud.

Actionable Financial Analysis

We determine profit margins by individual product line, not just overall company revenues, appropriately adjusting pricing and distribution strategies. Our team analyzes the profitability of each customer or project so your company can identify and purge loss leaders, adjust pricing to improve profitability, and understand the lifetime value of every client.

Cash Management & Forecasting

Our team provides accurate and detailed financial forecasts to accurately project EBITDA growth. We develop an annual budget for your business, monitor budgeted versus actual results on a quarterly or monthly basis, and reforecast accordingly. Our team monitors cash flow and analyzes cash flow projections to ensure your business does not run out of cash.

Technical Accounting & Reporting

We assist, identify, and prepare accounting records in accordance with U.S. GAAP for filing SEC forms and documents. Our team can provide support during year-end and interim financial audits, including creating schedules in advance, preparing financial statements in accordance with U.S. GAAP, and responding to inquiries and follow-up questions.

Financial Consulting

Our team participates in financial discussions with tax advisors, attorneys, bankers, etc. to ensure proper planning strategies, and help structure employee compensation plans that incentivize efficiency and are aligned with the financial goals of the company.

Accounting Support for Significant Business Events

Our team can help prepare your business for an acquisition or liquidity event, perform sell-side due diligence, provide support during the financial due diligence process, and/or help integrate the finances of multiple companies following an acquisition.


For more information on how we can help you, please contact one of our regional offices.

Free Consultation

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