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SynergyApplied services
are designed to meet our client's needs and can be provided on a long-term, part-time, or project basis. We offer services
at a frequency and duration to meet the client's needs. Our areas of expertise include the following:
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PART-TIME
& INTERIM CFO SERVICES
Accounting
& Finance Support - Assist with the preparation
of budgets and forecasts
- Financial Analysis (balance
sheet, cash flow and P&L)
- Prepare financial reporting
packages (customized for management, Board meetings and investors)
- Administer the due diligence process for a sale or acquisition
- Negotiate the terms and conditions of a sale or acquisition
- Provide understanding of financial statements and their relationship
- Interface with external auditors
- Special Projects
Additional Accounting and Finance Support - Prepare support documents for external financial audits
- Provide day to day accounting support including transaction processing (AP, AR, Payroll), general ledger
entries, credit and collections, cash flow management, and account reconciliations
- Develop financial policies
and procedures
- Special Projects
MANAGEMENT &
ADVISORY SERVICES - Prepare,
review and validate strategic, business, or operating plans
- Build or reorganize an effective finance team/department
- Develop key strategic partners
- Establish
banking relationships
- Negotiate bank and lease
lines
- Establish Board meeting agenda
- Recruit and select Board members
- Special Projects
Contact us today to learn more about how we can help your business.
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