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.

Successful exit for $75.5 million

Lifestyle, golf & moto bag & apparel wholesaler was acquired in 2017 for $75.5 million by a publicly traded world leader in golf products. We served as the point of contact for acquisition due diligence with the Investment Bankers, the buyer’s finance team, and the buyer’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

  • Shaped the operating profile of the company through cost management techniques to optimize EBITDA for the transaction

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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.
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Audit after Audit after Audit

Confidential private real estate investment funds with combined assets under management of approximately $200 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

  • Managed real estate development financial models, waterfalls, cap tables, debt maturity schedules, etc.

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