Accounting advisory services
Financial planning and advisory services
Office of the CFO services
Organizational leadership increasingly expects the finance and accounting team to:
The focus on more strategic procedures such as analysis, business partnering, and decision support has led many companies to automate transactional functions and enhance their capabilities. This comes with additional responsibilities and increased scrutiny and regulation in the finance and accounting field, making it challenging to prioritize improvement efforts.
As the role of the CFO evolves and expands, resources within accounting and finance organizations can become stretched to capacity. This can make it difficult for CFOs and their teams to dedicate time to important initiatives, such as the integration of advanced analytics and transformation of financial and accounting functions. In these situations, highly capable external teams may be required to provide support and ensure success when it matters most.
Baker Tilly can help.
Our CFO advisory services practice focuses on helping owners, investors, CFOs, and their teams meet evolving critical needs along their business life cycle. Baker Tilly has a diversely skilled group that aligns with virtually all needs within the office of CFO.
Baker Tilly’s comprehensive suite of financial planning and analysis (FP&A) services promotes informed decision-making through high-quality financial models, reports and processes designed to address your strategic and operational needs. Our FP&A professionals have extensive experience serving clients ranging from owner-operated businesses to multi-national public corporations on both a project- and interim-basis. As your trusted advisor, we are pivotal in aggregating, analyzing and modeling financial data and providing financial advisory services in the following areas
Strategic finance
We help assess and implement business strategy through dynamic financial models and data-driven analysis. We leverage our extensive backgrounds in project finance, mergers and acquisitions, business valuation and other corporate transactions to deliver insights and advice throughout the engagement.
We guide businesses through the development of comprehensive budgets and forecasts, custom reporting packages, and dynamic dashboards focused on key performance indicators (KPIs). We provide actionable insights aimed at growing and enhancing the value of your enterprise.
Our approach and professionals
Baker Tilly delivers FP&A services using a practical yet proven approach to managing projects, and when appropriate, we use our vast internal network of firm resources to build cross-functional teams to solve challenges for your business.
Our highly trained professionals hold educational qualifications and certifications including Master of Business Administration (MBA), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), among others. In addition, our professionals have experience in many industries including software and technology, real estate and construction, retail, hospitality, manufacturing and distribution, food and beverage, energy, oil and gas, healthcare, government contracting, higher education, financial services and private equity.
Budgeting, forecasting and trend analysis
Management reports (BI), dashboards and KPIs
Lender and investor reporting packages
13-week cash flow analysis
3-statement financial modeling
Tax planning and optimization modeling
Working capital analysis
Decision support
Capital budgeting and allocation planning
Financial operations
Improve strategic decision-making
Manage business risks
Monitor and improve organization performance
Explore the adoption of new technologies and tools
Drive shareholder value
Ensure accounting and regulatory compliance
Project finance, analysis and ROI modeling
Financial modeling for capital raises and financings
Sell- and buy-side M&A and exit valuation modeling
Pre- and after-tax equity waterfall analysis
Debt design and financial covenant modeling
Business expansion or new venture evaluation
Strategic alternatives and scenario analysis
Complex capital structure advisory and design
Employee compensation and incentive plan analysis
Readiness assessments
Accounting and internal control remediation
Regulatory and SEC reporting requirements
Financial statement and disclosures
Post-IPO support
Cash/tax basis to GAAP
IFRS to GAAP
Other comprehensive basis to GAAP
Business combinations
Debt and equity instruments
Fair value accounting and measurement
Carve-out financial statements
Consolidations and VIE
Stock compensation
Accounting and financial reporting
Preparation of accounting position memos
Financial statement preparation
Financial statement audit readiness
Revenue recognition/debt/equity transactions
SEC reporting
Accounting and financial reporting
Interpretation and reporting
Audit and board reporting
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Baker Tilly's accounting advisory team provides the deep experience and knowledge necessary when your business is confronted with complexity, regulation and change.
Implementation of new accounting standards
ASC 842 Leases
ASU 326 CECL
ASC 805 Business combinations
ASC 606 Revenue recognition
Transactions
GAAP conversions
IPO readiness
Our professionals provide this support in key areas such as:
When implementing new accounting guidance, properly recording and disclosing significant accounting events, or preparing your business for major transformations. We address your accounting needs so you can focus on running your business.
Address your accounting challenges
With disruption and risks evolving every day, your organization faces accounting challenges that threaten to derail progress and keep you from achieving key business objectives.
Implementing new complex accounting standards, preparing accounting policies and practices to take your company public, ensuring compliance with SEC public company reporting rules, and addressing other technical accounting challenges require specialized skills and demand more resources than is often available with the current team.
By planning for and ensuring you have the proper expertise to handle these challenges, you can reduce risk and focus on what matters most.
Recording any transaction or series of transactions in accordance with generally accepted accounting principles (GAAP) including business combinations, merger and acquisition (M&A), investments, equity, debut, reorganizations and many others
New accounting standards implementation
Converting from non-GAAP to accepted GAAP
Preparing to comply with securities and exchange public reporting requirements "IPO readiness"
Financial statement audit support
Interpretation of how a proposed transaction or agreement would impact the financial statements
Assisting in preparing financial statement in accordance with GAAP requirements for auditors or other external parties
Leadership
Ken Fleming
Principal
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Frank J. Walker
Principal
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Jennifer A. Finger
Principal
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Zak Everson
Principal
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Royce Prude
Principal
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Cary Mailandt
Managing Principal
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Jeff Weinberg
Director
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Jennifer A. Finger
Principal
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Robert Busch
Principal
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Dan Martin
Director
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Royce Prude
Principal
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Suzanne Bain
Director
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Leadership
Zak Everson
Principal
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Christopher Annand
Principal
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Leadership
CFO – quadrants of value and responsibility
Suzanne Bain
Principal
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