Marcum LLP
Advisory

CFO and Controllership Advisory Services

 

Our CFO and Controllership Consulting practice provides a full spectrum of controllership and CFO services to companies of all sizes, both public and privately held, across many different industries. Our team is comprised of partners, directors and managers with experience in controllership and CFO positions as well as all matters surrounding public accounting.

We can provide executive level strategic direction, top notch financial planning and analysis, technical consulting on complex matters, special project execution, and high quality transaction processing in a world class control environment. Our team provides the following services, acting as an extension of our clients corporate finance team to support the office of the CEO/CFO. We truly enjoy providing value through turning around difficult situations, meeting tough deadlines, training people and creating processes that can run smoothly long after we have finished assisting your company.

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Technical Consulting and Special Project Management Services

The technical knowledge, experience, and problem solving ability of our team allows them to quickly resolve complex finance and accounting issues, while continuing to strengthen the operational effectiveness and collaborative environment of our clients.

Complex Accounting Issues

We can research, document conclusions, and implement related processes for complex accounting issues, examples include:

  • Debt and equity financings.
  • Revenue recognition matters.
  • Business combinations.
  • Hedge accounting.
  • Accounting for stock compensation.
  • Variable Interest Entity assessments.
  • Equity method accounting.

External & Internal Reporting Processes

We can manage all aspects of internal and external financial reporting for private companies and SEC reporting, including the review of each business process, and recommendation and implementation of process improvements. The key to stress-free closing and reporting is implementing the appropriate processes, getting the right resources in place and energizing the organization to meet the required timelines. We can lead these efforts or provide any needed assistance while overseeing any required audits or reviews. Here are a sample of the reporting processes in which we have significant experience:

Preparing and submitting SEC filings (or other external requirements)

  • 10Ks
  • 10Qs
  • All debt and equity filings
  • Offering Memorandum
  • IPO related filings

Preparing and evaluating reports for internal distribution

  • Monthly reporting packages outlining key performance indicators
  • Board and Audit Committee presentations
  • Proposed budgets and financial modeling
  • Cash flow analysis and forecasting

Transaction Services

We offer a full range of transactional services to assist in addressing all financial and non-financial matters that occur pre or post transaction. Our core transaction services for buyers and sellers includes:

  • Due diligence and quality of earnings reports.
  • Valuation services.
  • Deal negotiation.
  • Opening balance sheet audits.
  • Financial models of acquired business, including budget and cash flow forecast.
  • Purchase accounting, integration and subsequent accounting procedures.

Internal Control and SOX Compliance

Marcum's Risk Advisory Services helps Audit Committees, CFOs, audit executives and management improve their business operations; mitigate risks; enhance control effectiveness; provide best practice solutions; perform risk assessments; and manage compliance with laws, regulations, policies and procedures:

  • Internal audit outsourcing and co-sourcing
  • Internal audit department start-up
  • SOX compliance project planning and management
  • SOX documentation, evaluation, testing and remediation of risks and controls

Other Services

We can lead or assist with virtually any finance or accounting related special project. Here is just a sample of the engagements in which we have experience:

  • ERP system implementation (SAP, Oracle, Netsuite, QuickBooks, Great Plains).
  • IPO services including readiness, process planning, and execution.
  • Carve out financials.
  • Corporate restructurings.
  • Consolidation services.
  • Assisting your team with any difficult accounting, reporting, or operational need.

Interim Management Services

With our diverse team, we are well-positioned to address our client's interim management needs for all roles from accounting/finance managers to CFOs ensuring continuity and integrity of the Companies accounting, finance, and business operations. Our professionals require limited onboarding time and actively assist in identifying a permanent replacement, interviewing, and onboarding to ensure a seamless transition.

  • Accounting/Finance Senior/Manager
  • SEC Reporting Manager/Technical Accountant
  • Controller/Director of Finance
  • CFO

Accounting Outsourcing Services

Our outsourcing services allows small business, start-ups, and mid-market clients to leverage our strategic technology partnerships to automate transaction processing and back office operations. The technology partnerships include Xero, Quickbooks, Intacct, Bill.com, Receipt Bank, ADP Run, Gusto, and Expensify that we can establish, implement, and maintain. These services are cost efficient, flexible, and integrate clients operations work flow, providing them with increased visibility into Company on a real-time basis and more time to focus on growing the business. Our team will create a sound accounting foundation to align your financial and operational goals. Clients are able to utilize our technical professionals while receiving the following resources:

  • Transaction Processing – Automation and integration between systems simplifies business process including accounts payable, accounts receivable, payroll, and other back office operations.
  • Financial Reporting and Close Processes – Provides real time insight to the financial and operational status of the company while allowing Companies to simplify the close process. Users can also easily review key performance indicators to assess the profitability at multiple levels.
  • Budgeting and Forecasting – Increased visibility leads to enhanced planning, forecasting, and financial modeling.

Related News

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Newsletter

The Forensic Files

A recap of advisory-based issues

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Contacts

Select the region to view contacts.

Lisa  Delfini, CFO & Controllership Services Leader, Assurance
Practice Leader
CFO & Controllership Services Leader
Assurance
New Haven, CT
CT

Michael  Discepolo, Director, Assurance
Director
Assurance
New Haven, CT
CT

Daniel J. Roach, Partner, Assurance
Partner
Assurance
Boston, MA
MA

Sean  Smith, Director, Assurance Services
Director
Assurance Services
New Haven, CT
CT

James D. Wilkinson, Office Managing Partner, Assurance
Office Managing Partner
Assurance
Providence, RI
RI

 
 
 
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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