Financial Solutions for Rapidly Expanding Organizations

We provide reporting and advisory services without the commitment and expense of a full-time high-level CFO.

Our goal is to assist business owners and leaders to use their financial information to make educated decisions, grow their business, and increase profitability. We specialize in servicing rapidly growing companies, and family, minority, and women-owned businesses.

The Team

Christy Paddock, CPA, CGMA

My 20+ year CPA career has taught me how valuable financial information is to the success of an organization. The ability to understand where you are, where you are going, and a plan to get there are essential to growth and profitability.

Unfortunately, when a business is rapidly changing, the current staff may not be able to support the additional business needs. Cash crunches, acquisitions, rapid growth, loss of a significant customer, and leadership transitions all cause increased strain. My goal is to provide fast, high-level assistance to stabilize finances, improve efficiencies, develop staff, create or improve reporting, complete an acquisition, or just temporarily support the current staff and leadership.

  • Profitability analysis
  • Segment reporting
  • Trend analysis and tracking
  • Financial Statement preparation, presentation and metrics
  • Monthly Financial Package Setup
  • Industry benchmarking
  • Assist with the selection, hiring and training of a new Controller or CFO
  • Find department efficiencies and synergies
  • Train staff to complete new reporting
  • Work with auditors to correct issues
  • Process and control documentation
  • Closing schedule, quick close, standard entries, and accrual estimations
  • Due Diligence
  • Valuation analysis
  • LOI terms and negotiation
  • Adjusted EBITDA calculations
  • Integration planning and execution
  • Department budgets
  • Annual and multi-year projections
    (by segment and/or consolidated)
  • What-if forecasting
  • Budget to actual reporting
  • Financial projection targeting
  • Break-even analysis
  • Strategic planning
  • Commission and compensation review and analysis
  • Target and goal setting for locations, departments, sales, etc.
  • T&E policy review
  • Medical insurance plan review and analysis
  • Cash management and projections
  • Assist with banking relationships and credit facilities

Contract CFO Services

We provide high-level reporting and advisory services tailored to your specific needs and budget.
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Mergers & Acquisitions (Buyer & Seller)

Whether you are the buyer or the seller, we will help prepare and support you through your M&A transaction. We provide due diligence services, valuation analysis, integration planning/execution and more.
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Immediate Financial Needs

When the unforeseen happens, we can jump in to solve problems quickly and discreetly.
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Corporate Financial Resources

News, insights and information to help you make better financial decisions.