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Integrated Solutions
We understand building and managing infrastructure is a time-consuming process and that is why we offer solutions that can be tailored to a client’s needs that significantly reduce the cost and delivery risks to our clients. Due to the flexibility of our programs we are able to integrate them into our clients’ operations with minimal disruption.  This approach also facilitates training of client personnel who will operate the programs and systems once our team exits the project.

Experience
Our professionals have significant experience addressing complex Compliance, Financial Reporting and Advisory issues and problems by designing and assisting clients with executing specialized strategies. We maintain a team of highly talented professionals and pride ourselves on being able to offer clients more senior-level attention than may be available with our competitors. Most of our senior management team has worked on the front line as in-house CFO’s or as Controllers in major companies. This background combined with the accumulated experience of our staff means that you get real hands-on experience from real practitioners, not first-year or mid-level consultants who need constant guidance and direction.

Focus
Our firm focuses on three primary businesses—Risk & Compliance, Financial Advisory, Accounting and Transaction Services. By featuring these three service lines as opposed to a broad range of advisory services we believe it helps us attract clients that are looking for specialized solutions that demand professionals who are clear about the objective and are motivated by focusing in on the task at hand and get the job done efficiently.

Culture
We believe that our staff is united by a common desire to be a part of an independent firm in which their role is at the core and by a commitment to excellence and integrity. This is reinforced by the significant economic stake our managing directors have in our success. In our opinion, the strength of our many long-term client relationships is a testament to our distinctive culture and approach to providing informed and trusted advice to our clients.

Guiding Principles
To assure we are successful in achieving our goal to create value for our clients in the area of Risk & Compliance, Financial Advisory, Accounting and Transaction Services our firm utilizes performance measures that enhance the degree of excellence and quality of our service delivery process.  Specifically, our goals, objectives and initiatives were built on four guiding principles.

  • Quality means accurate and consistent results in our work through improved review processes, by adopting client pain points and working together to find solutions.
  • Timeliness means delivery on time.
  • Cost-Effectiveness implies efficiency, accountability, and a focus on results. It requires leadership and commitment to ensure that activities and process result in value. Delivery on budget.
  • Transparency demands impartiality, fairness, accessibility, availability, with an entrepreneurial mentality.

Strategic Goals

  • Deliver quality services by partnering with our clients to solve critical issues
  • Deliver services at competitive rates
  • Continuous development of our staff to create a strategic advantage