CFO Engagements
ProActive Strategies offers services as simple as basic accounting services to strategic contract CFO engagements. If your business is growing or needs special help with accounting in your office, we can help. If your needs are more challenging requiring the help of a fractional CFO, we can engage with you to solve specific problems or do more long term work to assist you plan ahead and ask the right questions.
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Facilitate “proper recognition of revenue”, and other hot button topics under tax or general accounting rules
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Lead and prepare clients through audits, quality of earnings studies and other outside engagements.
Rooting out multi-level and multi-transactional fraud.
Training for staff members in the proper procedures and processes to ensure protection to owner/shareholder assets and good controls for transactions.
Research of accounts for improper journal entries
Reconciliation of cash accounts and payable research
Establishing Internal Controls for the present and future
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Working with clients on more challenging topics such as:
raising capital
banking and insurance-related quandaries
… and other topics where the hiring of a short to medium term professional makes more sense than a permanent role
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Closing the period or year-end functions
Preparing asset schedules and recognition of depreciation
Moving from cash to accrual accounting or help with accrual entries
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ProActive Strategies has implemented systems in numerous industries from small business products like QuickBooks to full Enterprise Resource systems for big business like Oracle. We have also helped businesses implement specifically tailored systems within sectors such as insurance, dispatching.
ProActive Strategies has also implemented other products more industry-specific and can tailor to your business.
Leadership in product selection and guiding the software implementation process.
Coordinate connections to other company systems.
Coordinate cross-departmental user capabilities, access, security, and tools.
Financial Planning Tools
Future-proof your financial planning with our proprietary tool. Powerful insights at your fingertips. No more surprises. No more guessing. The future is in sight.
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Get income statements for any time period, any level, any department.
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Create balance statements using our tool for any time period, level, and department.
Send them to…
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Working with your team, data collection is stream-lined. The result… any cash flow statement at your fingertips.
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Using top-of-the-line software tools, we can guarantee secure access to your data and reports created.
Your control. Your data. Your security.
Mergers & Acquisitions
Fortify your due-diligence. Whether your growth means buying the ideal company or selling your own remarkable one. Get what it is worth. "It's like a rocket. You only get one shot!" - Shane Cormier, CEO of Proactive Strategies
Buy A Company
If growing your business means acquiring target companies for their customers or market, the Due Diligence effort falls on you. Understanding the company you intend to buy, its risks, its commitments and the like is imperative to truly get what you pay for. You must understand the stickiness of the customer list, the value and quality of earnings, and the contingencies or other liabilities that come with the deal.
Sell Your Company
If growing your business means acquiring target companies for their customers or market, the Due Diligence effort falls on you. Understanding the company you intend to buy, its risks, its commitments and the like is imperative to truly get what you pay for. You must understand the stickiness of the customer list, the value and quality of earnings, and the contingencies or other liabilities that come with the deal.
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Interviews with target staff to understand the business and its metrics
Examining historical records
Inquiring on previous audits or other financial engagements
Validating cash flow, customers and revenue
Validating Financial Projections
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Establishing support documents before going to market
Examining and guiding the cleanup of historical records
Preparing for deep due diligence by leading Quality of Earnings studies and Audits
Developing a Confidential Information Package on your company
Assisting with Financial Projections and illustrating performance metrics
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Need a more intricate M&A transaction? Does your growth require multi-stage buys and sells?
We have the expertise to navigate, execute and close the deal.
Done and done.
