Financial Services for Portland Business
Services
In order to determine what improvements can be made to address your accounting and financial needs, you need to understand what these needs actually are. I will work with you to analyze and identify solutions to address your business needs to build a successful and scalable future.
Cash Flow Management
Budgeting
Forecasting
Financial Reporting
Assist + Inform
Before you can improve financial operations within your business, you’ll need to gather data and determine what it’s telling you. I partner with business owners to help them understand their current financial and operational health, identifying opportunities for future improvement along the way. Specific services I provide in this capacity include:
- Senior/Exec level accounting and reporting
- Staff and management training
- GAAP clean up and maintenance
- Internal and external report development
- Statistical/operational report development
- Internal and external presentations
- Reporting packages for investors
- Reporting packages for executive management
- Audit or review preparation and readiness
- Month-end closing, completion, and documentation
Improvements + Solutions
If you’re looking to boost the efficiency and accuracy of your business, I offer several services to help you achieve these goals. I enjoy working with business owners to get a sense of their concerns and identify areas for improvement. Here are some of the concrete ways I can support you and your business:
- Process and procedure review, analysis, and documentation
- Process improvement design and implementation
- Key efficiencies identification
- 30-60-90 day action plan for implementation of key efficiency drivers
- Oversight of staff to bring action plan to life
- On-site project management to drive the action plan
- Operational and financial auditing
- Internal control systems assessment, documentation, and testing
Expand + Scale
Those looking to grow their business need to establish a strong, scalable expansion plan. What is manageable at 100 transactions could lead to severe chaos when cranked up to 5,000 transactions. By laying a solid foundation now, you can grow your business in a sustainable and successful way. To support these efforts, I can:
- Review and assess financial readiness for financing or funding
- Ensure financial preparedness for due diligence
- Assist with due diligence documentation and reporting
- Help with data room management
- Conduct budgeting and forecasting for financing and funding
- Perform new business opportunity analysis and planning
