Services Global › Advisory
Bespoke engagements for finance leaders who need more than bookkeeping. Each mandate is scoped individually, no shelf products, no templated answers.
We design and document the financial operating procedures your firm lives by, from close checklists and approval matrices to reconciliation workflows and exception escalation paths. The result is a repeatable, auditable system that survives team turnover and scales with headcount.
Senior CFO-level oversight on a part-time retainer. We run rolling 13-week cash forecasts, prepare board-ready financial packages, manage lender and investor relationships, and provide strategic commentary on margin, working capital and capital allocation, without the cost of a full-time hire.
Structured transition between accounting platforms: QuickBooks, Xero, Sage Intacct, NetSuite and others. We handle data mapping, opening balance reconciliation, chart-of-accounts restructuring and parallel-run validation so the cutover is clean and the historical record stays intact.
An independent review of your internal financial controls: segregation of duties, authorisation limits, bank reconciliation practices, expense approval workflows and access controls to financial systems. Deliverable is a prioritised findings report with remediation guidance, not just a checklist.
End-to-end financial compliance for federal and foundation grants: budget-to-actual reporting, allowability reviews, indirect cost rate documentation, draw-down schedules and single-audit preparation. We have worked on engagements across DOE, DOL and HUD programmes as well as major private foundations.
Finance-side support for capital raises: financial model review, data-room preparation, investor-ready P&L and balance sheet formatting, due-diligence response coordination and cap-table modelling. We work alongside your legal and advisory teams to ensure the numbers tell a clean, consistent story.
Advisory work is scoped individually, we do not publish rates because the right answer depends on your situation. A 30-minute briefing is always the first step.
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