Financial Consulting Services


Other Consulting

Our staff includes professionals who have deep experience in successfully managing the financial and accounting needs of numerous businesses. Upstart CFO offers a cost effective solution that provides the following services:

Accounting and Audit Support
  • Accounting Department Management
  • External audit planning and schedule preparation
  • Financial Statement Preparation & Analysis
  • Technical accounting support and research
  • Hands–on support implementing new accounting rules
  • Period–end reviews and reconciliations
  • Data manipulation and account analysis
  • Journal entry preparation adjustments
  • Auditor communications and liaisin
  • Analysis of complex revenue recognition transactions and policies
  • Merger and acquisition (M&A) due diligence and planning
Other Support
  • Financial Modeling Including Capitalization Tables
  • Operating & Financial Forecasts
  • Budget Preparation & Monitoring
  • Cashflow forecasting, business modeling and budgeting
  • Asset Management & Risk Analysis
  • Strategic Planning & Profitability Enhancement
  • Negotiations with Lenders & Creditors
  • Standardized Accounting Policies & Procedures
  • Asset Based Lending Loan Examinations for Financial Institutions
  • Due diligence associated with strategic transactions
  • Treasury Management
  • Preparation and delivery of financial and operational presentations to investors, lenders, Boards of Directors, analysts and other audiences
  • Business Plan development