Services

I have over eight years of experience in managing consulting engagements and advising senior leadership. In that time, I’ve helped clients manage senior staff transitions, statutory/government/retirement audits, close financing transactions, enter new markets, divest a portion of their business, optimize liquidity, conduct training workshops, and migrate their accounting platforms. You can read more about my experience here.

If you’d like to discuss more about your project or business requirements, please schedule a meeting here or send a message using the contact page.

Here are some of the ways I can help your business.

Financial Analysis and Reporting

– Preparation of financial statements
– Comprehensive Financial Projections for 3–5 years
– Annual Operating Plans (AOP)
– Monthly MIS Reports
– Consolidated Financial Reports
– Departmental Reports

Strategic Planning

– Budgeting and forecasting
– Cash flow management and projections
– Guidance for complex accounting issues
– Assistance during staff transitions
– Guidance and support for board/committee meetings
– Accounting software selection and implementation

Internal Audit

– Evaluate internal controls and monitor compliance
– Develop accounting manuals and internal control processes
– Audit preparation and liaison with audit firm
– Training workshops to facilitate implementation of policies/systems