OUR VALUE PROPOSITION

We look at ourselves as a “Profit Center” for your business as opposed to a traditional cost center. It’s our aim to help you increase your revenue, reduce your expenses or a combination of both to increase your profitability, cash flow and ultimately your business value. Otherwise, why hire us?

Typically, we are hired on an hourly basis for the first 3–6 months of engagement as we get to know your business. Thereafter, we prefer to work on a fixed fee to give you cost consistency and predictability.

OUTSOURCED
CFO
SERVICES

For smaller and start-up companies that cannot afford the large price tag for a full-time CFO, but need the expertise for long-term positioning, guidance, channel expansion, growth, and divestiture purposes. LKW Consulting can provide the following:

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• On an as-needed basis to handle specific projects or tasks

• On a contractual basis to assist a new venture until it can afford a full-time CFO

• On a provisional basis to temporarily fill a void created by the departure of a financial executive

• To create more effective financial/management reports (and to teach you how to use them)

• For expert assistance on the following:

• Financial Planning & Analysis

• Performance Metrics / KPI’s / Trend Analysis & Scorecard Development

• Growth, Divestiture or Channel Expansion

• Bankruptcy & Related Restructuring

• Capital Markets Transactions & Funding, including Debt & Equity

• Relationship Management, including Banks, Insurance Brokers & Tax Preparers

• Increasing Profitability & Cash Flow

• Process Improvement

• Strategy & Business Partnering

• Budgeting, Planning & Forecasting

• Controls & Compliance

• Systems & Reporting

• Exit Strategy Planning & Due Diligence Assistance

CONTROLLER &
BOOKKEEPING SUPPORT
SERVICES

We can either inherit your accounting department and provide guidance or we can become your accounting department, including the following:

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• Preparation of Monthly Books & Records

• Interact with your Tax Preparer to Provide the Required Information for Preparation of Your Annual Tax Return

• Review the Work of Administrative/Data Entry Personnel and Merely Close the Books Monthly or Quarterly

• Preparation of Monthly Sales and Use Tax Returns for Businesses that Require Those Services

• Audit Support

• Financial

• IRS/Tax

• Sales & Use Tax

• Account Reconciliations

 

GETTING STARTED

  • Most recent three year’s internally prepared financial statements and the current year on a monthly basis in excel format.

  • We then put that information into our proprietary financial reporting model, inclusive of industry comparative metrics to look for anomalies, inconsistencies and areas identified for improvement.

  • We review all the above directly with management, including a Q & A session to demonstrate how we would attack the issues prior to engagement and to create a collaborative scope of work to achieve the desired financial and operational objectives.