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Unknown Product Profit Margins

Unknown Product Profit Margins

Unknown product profit margins THE CHALLENGE Unreliable financial information and unknown margins. A rapidly growing brewery had limited to no internal accounting function. The financial information they did have was not reliable, profit margins were unknown, and no...
Unknown Employee Utilization & Client Profitability

Unknown Employee Utilization & Client Profitability

Unknown employee utilization and client profitability THE CHALLENGE Unknown employee utilization causing unknown or inaccurate client profitability. A growing internet marketing company was not tracking its employee utilization and could not calculate and analyze the...
Knowing Capital Requirements

Knowing Capital Requirements

Identified Actual Capital Requirements THE CHALLENGE A broadcast media company believed they needed a significant capital infusion to support their growth plans but were uncertain when and how much capital would be required. It is not uncommon for a company to run...
Exit Planning Success

Exit Planning Success

Successful Exit Plan and Sale of a Business Entity THE CHALLENGE The client had little to no oversight into their finance and accounting department. They also had under-qualified people performing tasks they shouldn’t be doing for their current skill-set and...
Investor Reporting

Investor Reporting

Lacking Solid Investor Report THE CHALLENGE Lack of investor reporting to satisfy shareholders. A biotechnology company did not have valuable financial information to help facilitate their Board of Directors meetings. The CEO was embarrassed that he was only able to...