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My Services
My services are tailored to the unique need of my clients and the skills and experience of their leaders.
Profitability Survey
A proprietary program for highlighting opportunities to improve the profitability of established professional services firms.
Financial Management Monitoring and Interpretation
A monthly service to analyze and report on notable trends, anomalies and relationships in the firm’s reported operations and financial position.
Accounting Operations Support
Guidance for the firm’s accounting function including recruiting, training, standby assistance, procedures development, and responses to specific transactional inquiries.
Receivable Management
Ongoing or situational consulting and coaching for management and accounting personnel directed at effective control of receivables and enhancement of cash flow.
Above all, my main objective is to help my clients improve profitability and firm value.
Ownership and Management Succession Planning
Experienced guidance for establishing plans for the succession of firm ownership and management, including guidance on the firm’s ability to achieve an “internal” sale.