We Create Clarity

Our accounting professionals work with clients to tighten and improve month-end close and reporting processes, as well as to produce meaningful financial analytics and insights to inform owners’ decision making. We leverage experience across a variety of industries to help owners and managers clearly define their financial goals and then work collaboratively to create budgets, forecasts, and projections.

Having established the goalposts for measuring success, our professionals then meet with you throughout the year to benchmark actual performance against those goals and reforecast for resource planning. Along the way, we are at the ready to support various needs as they arise including business valuation (for business combinations, equity offerings, estate planning), business unit reporting, compensation plan design and technical accounting assessments.

Services Offered

  • Forecasting, Profits, & Cash Flow
  • Controllership
  • Accounting Advisory
  • Financial Due Diligence

Project Examples

Forecasting, Profits & Cash Flow
Controllership
Accounting Advisory
Financial Advisory Services Resourcing
Transaction Advisory Services

Forecasting, Profits & Cash Flow

Siegfried Advisory provided strategic and business planning services to a $50 million company, working directly with the owner and Chief Operating Officer. Having developed a deep understanding of the drivers of the business, the Siegfried Advisory team performed monthly analysis on key performance indicators and prepared a rolling financial forecast which is utilized for resource allocation, cash planning, and other decision support. We maintained a focus on driving enterprise value for the company and worked closely with the executive team to ensure focus on their long-term goals.

Controllership

The Siegfried Advisory team provided a range of controllership services to a $220 million pharmacy, from a redesign of month-end close – which reduced business days to close from 15 to 8 – to process improvements relating to consolidation, cash application, and estimation of variable consideration for revenue recognition. The team also developed a reporting package inclusive of both operational and financial metrics including normalizing earnings adjustments used for trend analysis, cash planning, and external reporting. Lastly, we implemented a corporate performance management tool used for consolidation, reporting, and planning.

Accounting Advisory

The Siegfried Advisory team led audit readiness efforts for a fast-growing financially-owned company that provides power and hosting services to cryptocurrency miners. The first-time audit entailed several accounting challenges, including revenue recognition and capitalization relating to Bitcoin generation, business combination, equity method accounting for nonfinancial transactions, and ASC 842 lease accounting adoption. Our team prepared accounting treatment memos and financial statement footnote disclosures for all relevant topics, assembled account reconciliations for all balance sheet accounts, and interfaced directly with the audit team to address questions and requests through audit opinion issuance.

Financial Advisory Services Resourcing

A Siegfried Advisory professional led efforts in consecutive years to complete the year-end accounting on more than 70 property entities in advance and support of the respective tax filings. During the interim period, the professional maintained the internal statements and assisted with operational accounting and process improvement initiatives, including A/P and expense management automation. The Siegfried Advisory professional reported to the Chief Financial Officer and helped onboard a full-time controller who has completed more than 80 projects worth over $600 million.

Transaction Advisory Services

Siegfried Advisory performed a range of transaction advisory services, including financial and tax due diligence, quality of earnings, net working capital analysis, negotiation support, tax exposure assessments, and purchase price allocations, for a client with more than 100 platform investments. The client, who focuses in industrial manufacturing and business services, relied on Siegfried Advisory to work on transactions up to $80 million in enterprise value.

Project Examples

Forecasting, Profits & Cash Flow

Siegfried Advisory provided strategic and business planning services to a $50 million company, working directly with the owner and Chief Operating Officer. Having developed a deep understanding of the drivers of the business, the Siegfried Advisory team performed monthly analysis on key performance indicators and prepared a rolling financial forecast which is utilized for resource allocation, cash planning, and other decision support. We maintained a focus on driving enterprise value for the company and worked closely with the executive team to ensure focus on their long-term goals.

Controllership

The Siegfried Advisory team provided a range of controllership services to a $220 million pharmacy, from a redesign of month-end close – which reduced business days to close from 15 to 8 – to process improvements relating to consolidation, cash application, and estimation of variable consideration for revenue recognition. The team also developed a reporting package inclusive of both operational and financial metrics including normalizing earnings adjustments used for trend analysis, cash planning, and external reporting. Lastly, we implemented a corporate performance management tool used for consolidation, reporting, and planning.

Accounting Advisory

The Siegfried Advisory team led audit readiness efforts for a fast-growing financially-owned company that provides power and hosting services to cryptocurrency miners. The first-time audit entailed several accounting challenges, including revenue recognition and capitalization relating to Bitcoin generation, business combination, equity method accounting for nonfinancial transactions, and ASC 842 lease accounting adoption. Our team prepared accounting treatment memos and financial statement footnote disclosures for all relevant topics, assembled account reconciliations for all balance sheet accounts, and interfaced directly with the audit team to address questions and requests through audit opinion issuance.

Financial Advisory Services Resourcing

A Siegfried Advisory professional led efforts in consecutive years to complete the year-end accounting on more than 70 property entities in advance and support of the respective tax filings. During the interim period, the professional maintained the internal statements and assisted with operational accounting and process improvement initiatives, including A/P and expense management automation. The Siegfried Advisory professional reported to the Chief Financial Officer and helped onboard a full-time controller who has completed more than 80 projects worth over $600 million.

Transaction Advisory Services

Siegfried Advisory performed a range of transaction advisory services, including financial and tax due diligence, quality of earnings, net working capital analysis, negotiation support, tax exposure assessments, and purchase price allocations, for a client with more than 100 platform investments. The client, who focuses in industrial manufacturing and business services, relied on Siegfried Advisory to work on transactions up to $80 million in enterprise value.

More Services

There's no "one size fits all" approach to what you or your business needs. Learn more about how we can help you chart a path forward.

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