We help provide expert business plans that create a great pathway for your organization's future direction. After discussing and refining the strategy with management we will refine the master budget and divisional budgets to be in line with the strategy.
We can also help put business planning systems in place that clearly cascade the business plan throughout all levels of the organization. Such systems will assist us in determining the extent to which the company’s strategies are successful in attaining its goals – Strategy Control. It will communicate the strategy to all levels of the organization whereby the vision, mission and strategy are translated into simple operational terms – Strategy Execution.
For example, a performance management system should help create a high-performance organization by aligning the organization and human capital pieces needed to get to a high-performance level and to stay there. Blended into this framework are quality improvements, process improvements, employee productivity level increases, and reducing costs. A performance management system could be utilized as both a corporate governance and operational tool.
Governance tool – the board should be involved in such an initiative:
• To communicate their strategy.
• To broaden discussions at board meetings.
• To improve deliberations.
Operational tool – management should participate for the following reasons:
• To translate the organization’s strategy into tangible objectives and measures.
• To communicate the strategy downward.
• To provide organized regular reports to the board on progress of the strategic plan.
• As a future road map, as opposed to an accounting system that measures events of the past.
• To visualize the cause-and-effect linkages between outcomes in the financial and customer perspectives and the drivers of those outcomes: the value proposition, critical internal processes, and human, information, and organization capital.
• To implement strategy into operations.
• To align employees’ individual objectives.
In a competitive environment we are under pressure to lower costs, improve the quality and efficiency of operations, introduce new products and services that make profits, and eliminate products and services that are incurring insignificant results or losses. Accurate, timely, and relevant information about the economics and performance of organizations is crucial to organizational success. They will be reflected in an integrated performance measurement system.
Once the critically important summary master budget and strategy are in place, we will expertly prepare annual budgets. We will then track the budget to actual performance and provide variance explanations for exceeding or not meeting defined targets and timelines.
We are available for Selling a Business, Buying a Business, Valuations, Deal Structuring, Defining M&A Targets, Finding M&A Targets, Assessing Optimal Transaction Type, Recommending Forms of Integration, Identifying Primary Reasons for M&A, Strategic Forms of Acquisition, and More.
We are experienced professionals with diversified talents that actively work with our national clients to help achieve their goals. This usually entails assisting with growth strategies via acquisitions of similar or complementary businesses. Whether it is buying an existing competitor or branching into a new geographic location or business sector, we are here to help you with your M&A. Or we may assist with a divesture or an exit strategy to sell all or part of the business.
• M&A Advisor and Investment Banking
When it's the right time for you we can help you find qualified buyers, we can sell your business, we are well networked in various industries and know where to find the buyers, we mediate between buyer and seller, we have expert and knowledgeable people in this area available to help you sell your business who know the ins and outs of getting the deal done. We also assist with finding businesses for you to acquire i.e., buyer-side advisory.
• Business and Asset Valuations
A3 Accounting can help you accurately determine the value of your business. We conduct an independent study of the ongoing business as of a certain date that will help determine the business’s fair market value. Each business is different and requires a set of relevant valuation metrics. The valuations are structured, logical, adequately supported, and utilize proper methodology. They are used for multiple purposes, such as financing and recapitalizations, purchase price allocations, mergers & acquisitions, spin-offs, corporate restructuring, sale or purchase of a business, partner or shareholder buyout, and fairness opinions.
• Due Diligence
We can help with verification of the reliability of financial information. Ensuring that reliable information is both accurate and complete and reflects a true representation of the business' performance.
• Debt & Equity Capital
We can offer assistance with arranging debt and equity capital, restructuring and amending existing credit facilities, and maintaining effective and productive relationships with lenders, private equity groups, and other investors.
• Restructurings
We assist in corporate restructuring such as asset selloffs or divestures, spinoffs, equity carve-outs, financial restructuring, as well as cost and workforce restructuring. Companies that have acquired other firms or have developed other divisions through activities such as product extensions may decide that these divisions no longer fit into the company's plans. The desire to sell parts of a company may come from poor performance of a division, financial exigency, or a change in the strategic orientation of the company. For example, the company may decide to refocus on its core business and sell off noncore subsidiaries.
Finding Investors, Pitch Books, Banking, Asset Financing,
and More.
We assist in raising both debt and equity capital for a diverse group of industries. We work with various business stages: Seed, Series A, Series B and higher, Growth and more. We are very well networked with many angles, venture capital, private equity, financial institutions, other lenders and intermediaries, etc. So, we are probably already networked with many investors and debtors in your industry sector which we further analyze to find the best one for a particular client.
Our firm offers a complete range of accounting services,
including general ledger, systems, month-end closing, bookkeeping, receivables,
payables, payroll, project costing, coordinating annual audits, banking
relationships, financing, oversee bookkeeping staff, interim staffing,
succession planning, fixed assets and inventory. We prepare financial statements in accordance
with Generally Accepted Accounting Principles (GAAP) for use by banks,
investors, and other third parties. Our
firm will also prepare custom financial reports for internal, managerial use.
• Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as
tailor-made financial analysis that can help business owners and managers
eliminate inefficiency and realize a business’s full profit potential. We
offer full Review and Compilation services.
• CFO/Controller
Are you loosing tens of thousands of dollars each year without even realizing
it. Many companies do not need a
full-time CFO or Controller. It is
probably costing you about 150% of their salary to retain them on a full-time
basis (such hidden costs are employer payroll taxes, benefits, days off work,
etc.). Instead, we get compensated only
for the work that we perform. You will
still get a very highly skilled professional. But we may be able to do it for around half
the cost. That is an immediate cost
reduction for you! It is money in the
bank for you, and it is having a positive and immediate net profit impact
showing your company is earning more. And
all information remains confidential and secure. With our staff's corporate experience at these
senior financial leadership positions, we are specialists in this area.
• Bookkeeping/Write-Up
We provide full charge bookkeeping services, including general journal and
subsidiary ledger maintenance, bank statement reconciliation, account analysis
and reconciliation, billing, credit and collections, receivables and payables
tracking and analysis.
• Business Planning, Budgeting, Forecasting and Cash Flow
Our firm offers expert strategic business planning, budget compilation and
reporting, financial forecasting and analysis, cash flow reporting that can
help you manage cash, minimize cost overruns, lost purchase discounts, and
un-collectible receivables. Many of our
clients say that these value-added services are indispensable.
