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Finance Support Group Services

Healthy Financials That Support Your Vision

Running your business means more than just the day-to-day tasks – you need to strategically plan for the future using practical tools to measure your financial and operational performance, including forecasting, controls assessment and the development of crucial policies and procedures. Our advisory professionals are well-versed in providing the consulting you need to enhance the resources you have now so you can plan for future opportunities. We help with short-term and long-term cash reporting and forecasting, post-transaction integration and assessment of your internal control environment.

C-Suite Executives

C-Suite Executives

Middle-Market Companies and Owners

Middle-Market Companies & Owners

Private Equity Groups

Private Equity Groups

Finance Support Services

Financial Reporting

Financial Reporting

Having the right access and insight to your company’s financial data is essential to make informed decisions that control costs, increase cash flow and drive profitable growth. We provide financial reporting services to provide business owners and executives with the information they need to make long-term strategies for the business.

Cash Reporting and Forecasting

Cash Reporting & Forecasting

Regular cash forecasting can be a critical component to managing your company. Our experienced team provides cash flow reporting and forecasting that helps you determine liquidity requirements during the peaks and valleys of your business cycle.

Multi-Year Forecasting

Multi-Year Forecasting

Our multi-year forecasting services serve as a long-term planning tool to help you understand and get more from your organization’s budget projections. We remove the guesswork so that crucial decision making becomes easier.

Post Transaction Integration

Post-Transaction Integration

After a deal has been made, integration strategies can foster a smoother transition when it comes to your company’s finances, business processes, human resources and talent acquisition departments. Windham Brannon’s team of experts can help you develop and execute strategies for post transaction integration.

Audit and Tax Preparation Support

Audit & Tax Preparation Support

We provide a depth of resources to support all your audit and tax preparation needs, including financial statement audits, compilations and reviews, employee benefit plan audits, domestic and international tax compliance, SOC reporting and agreed-upon procedures.

Assessment of Control Environment

Assessment of Control Environment

Our advisory team can assess and evaluate your internal control environment and make recommendations to optimize your processes and operations. We can also help you develop and implement industry-specific policies, procedures and other requirements.

OUR Finance Support ADVISORS

Melissa Purvis

Principal, Strategic Advisory Leader