Management

Management Advisory

Currie & McLain, P.S. can provide a cost effective, temporary enhancement to your in-house team as you experience growing pains or other changes in business. Our focus is returning your investment in us by helping expand and improve your business. We work closely with your management and staff and train them as appropriate. Some of the areas we can help in are:

  • Changing capital & debt structure
    • Investor & lender presentations
    Corporate & partnership tax
    Capital return on investment analysis
    Negotiating terms and conditions
    Developing or updating financial forecast for business plans
    Short term and long term forecast modeling
    Due diligence for acquisitions and divestitures
  • Converting from tax or cash basis to Generally Accepted Accounting Principles
    • Chart of accounts and coding structure design
    Select and document significant accounting policies
    Internal control review and documentation
    Advise of recording complex or non-cash transactions
  • Implementing complex agreements with compliance and reporting requirements
    • Development of calendars, worksheets, models, etc. to ensure compliance
    Read and summarize complex agreements
    Make sure agreements have no conflicts and are achieving your goals
  • Streamlining and documenting office and accounting processes
    • Process analysis
    System design and management control
    Accounting software consulting
    Employee benefits consulting
  • Preparing for first time audits*
    • Workpaper preparation
    Reconciling
    Risk assessment
    Documenting processes and controls
    Work with your national firm to minimize your audit fees
*As Certified Public Accountants we must maintain our independence if we conduct the audit of your business. This may limit the extent and nature of pre-audit work we can do. In this case, we will work with you to find independent help.