Some of our finest work
Boosting Businesses
Boosting Businesses
From performing four systems implementations within a nine-month span, to shepherding six full financial statement audits to completion within a twelve-month span, we get projects done.
Ogio acquired for $75.5 million
Lifestyle, golf & moto bag & apparel wholesaler was acquired in 2017 for $75.5 million by Callaway Golf, a publicly traded world leader in golf products. Grant Lippard, founder of Milepost, was the point person for acquisition due diligence with Baird Investment Bankers, Callaway’s finance team, and Callaway’s external audit team from Deloitte.
Streamlined financial reporting for executive management using Oracle and complex excel techniques
- Shortened month-end close timing from 14 days to two days
- Oversaw financial reporting, budgeting & forecasting, financial statement audits, GL accounting, credit & collections, AR and AP
Implementation Overhaul
Confidential private equity-owned online workplace compliance software provider was listed on Deloitte’s 2020 Technology Fast 500.
- ASC 606 implementation with BDO Consultants
Avatax sales tax implementation with KPMG sales tax specialists
- Accounting software implementation converting from Quickbooks Online to NetSuite
- Payroll migration from Gusto to Paylocity
Operational Efficiencies Masterclass
Confidential private equity-owned high-tech cross-border logistics software company listed on the Inc 5000 multiple times.
Increased YoY EBITDA 50% through cost efficiency measures despite a YoY revenue decline of 9%
- Reduced monthly fraud-related chargebacks from 90K to 7K from Q418 to Q419
- Managed investor reporting including cap tables, debt maturity schedules, waterfalls, etc.
Audit after Audit after Audit
Confidential private real estate investment funds with combined assets under management over $180 million.
Completed six financial statement audits covering three fiscal years for two funds within a 12-month period
- Oversaw financial reporting, financial statement audits, project-level financial modeling, tax returns, human resources, fund accounting, period-end close, treasury, payroll, AR, and AP
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