Financial Planning & AnalysisFinancial Accounting & ReportingSystems ImplementationProject ManagementM&A and Post Merger SupportInterim SupportInt’l & Domestic Tax ResourcesSOX & Internal Control ComplianceCFO/Controller Services
Financial Planning & Analysis
Farell Finch consultants have expertise in:
- Annual budget preparation
- Sales and profitability analysis
- Forecast model creation
- Detailed pricing analysis
- CAPEX planning and analysis
- Operating plan preparation
Financial Accounting & Reporting
Farell Finch consultants have expertise in:
- SEC Reporting – 10K,10Q & 8K
- Footnote preparation
- IPO readiness and reporting
- Financial statement preparation
- Reporting, re-engineering, restatements
- Research and implementation of new accounting pronouncements
- Purchase Accounting
Systems Implementation
Farell Finch consultants have expertise in:
- Software selection process assistance
- Test script development and execution function leads
- Specialists to serve as liason between IT technical teams and Accounting/Finance world
- Chart of Accounts design and mapping
- Backfilling of roles for staff assigned to the implementation team, business/data analysts
Project Management
Farell Finch consultants have expertise in:
- Development of detailed work plans
- Communication and resource plans
- Development of project tracking documentation
- Management of key communication with all stakeholders
- Coordination of process owners
- Business/data analysts
M&A and Post Merger Support
Farell Finch consultants have expertise in:
- Preparation of current year and prior period financial statements
- Development of forecasting models and sophisticated reporting and analytics
- Act as liaison between private equity, bankers, attorneys and auditors,
- Harmonization of the consolidation and reporting processes for combined entities
Interim Support
Farell Finch consultants have expertise in:
- Fill the GAP for recently departed employees
- Assist during health or maternity leaves
- Back-fill roles while key employees work on pressing/time-sensitive projects
- Subject Matter Experts for ad hoc/special projects
International and Domestic Tax Resources
Farell Finch consultants have expertise in:
- Corporate, Federal, State, Local and International Tax Compliance
- Partnership Tax
- Audit Support
- Tax Research & Planning
- Sales and Use tax
- R& D Tax credit assistance
SOX Compliance, Process documentation & Internal Control Compliance
Farell Finch consultants have expertise in:
- Risk assessment
- Internal audit
- Development of internal control polices and procedures
- Documentation and testing projects
- Process improvements
CFO/Controller Services, Start-Up, Small Company and Mid Size Companies
Farell Finch consultants have expertise in:
- Interim CFO to fill the GAP for a key departure
- On-going CFO on a part-time basis to focus on the complex stuff while the CEO or Owner focuses on the business. Long-term solutions to assist with ongoing finance and accounting needs
- Chart of Account design and mapping
- Management reporting design
- Process and Control environment development
