ADVISORY SERVICES OFFERED

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Our financial advisory services facilitate financial transformations and better business outcomes by providing insights to enhance proactive decision-making.

• Budget reviews and optimization
• Budget development to align financial resources with strategic goals
• Financial forecasting and analysis
• Financial and operational  assessments
• Forward looking analytics and insights
• Financial management and treasury services (i.e. campaign financials)
• Extended Financial Leadership Partnership (Full suite of services noted above, plus team trainings, executive presentations, industry insights, etc.)
• Customized finance projects (Account review, analyses, reconciliations, KPI development, etc.)

Visionary Financial Excellence Services Accelerating Impact

• Financial Excellence and Inclusion: Strategy, Training & Literacy [for organizations and individuals]

Our crisis management team works with clients ranging from boutique to top law firms, small to medium sized businesses, non-profits, and Fortune 500's.  We offer litigation support and analyses to help clients better understand their current circumstances.

• Global Investigations + Strategic Intelligence
• Internal Specialty Audits
• International + Domestic (Financial) Arbitration
• Damages and Economic Analysis
• Due Diligence
• Small Scale Discovery + Forensic Technology Services
• Forensic Accounting / Investigative Analysis

Our firm offers a customized portfolio of strategy, leadership and risk management professional services to boards, community organizations and executive leadership teams to provide optimal direction and impact.

• Business Blueprints and Policy Development
• Enterprise Risk Management
• Organizational Culture Audits and Assessments 
• Ethics Workshops
• Strategic Planning and Framework Development
• SWOT Analysis
• Project Management and Outcome Oriented Administration
• Thought-Leadership and Advocacy
• Facilitation or participation in panels, roundtables, and workshops - centered around economic mobility/advancement, financial inclusion, and business challenges