Helping business owners get the most for their life's work

• Oversee and present budgets, accounts and financial statements to the management committee• Ensure compliance with relevant legislation.• Advise on financial implications of strategic and operational plans• Manage bank accounts• Set up appropriate systems for book-keeping, payments, & petty cash• Ensure everyone handling money keeps proper records and documentation• Ensure required insurances are in place.• Prepare accounts for audit and liaising with the auditor, as required• Prepare, comply, and submit year-end 501(c)(3) organization tax returns.

• Support the origination and execution of advisory services in the lower-middle market in the Merger and Acquisition industry.• Manage several clients in parallel.• Perform advanced financial analysis including valuation analysis and pro forma impact analysis and lead transaction execution.• Coordinating on deals of all parties involved in managing the transaction, and identifying opportunities within the portfolio.• Perform industry and company specific research.• Source industry intelligence and competitive analysis for potential M&A opportunities.• Prepare and produce marketing materials.• Establish working relationships and build credibility with clients, buyers, and future prospects.• Assist in negotiations by providing deal structure, valuation, and forecasting model information.

• Support the origination and execution of advisory services in the lower-middle market in the Merger and Acquisition industry.• Manage several clients in parallel.• Perform advanced financial analysis including valuation analysis and pro forma impact analysis and lead transaction execution.• Perform industry and company specific research.• Prepare and produce marketing materials.

• Conduct comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures. • Perform analytical procedures/analyses to detect unusual financial statement relationships. • Perform internal control and substantive testing. • Identify and communicate accounting and auditing matters to seniors and managers. • Propose adjusting journal entries and discuss audit findings with clients. • Identify and communicate accounting and auditing matters to seniors and managers. • Prepare PBC (Provided by Client) lists and confirmation requests. • Document audit procedures and cross reference work papers.