SERVICES

General Finance

Budgeting
Forecasting and Planning
Management Reporting
Board Presentation Preparation
Mgmt Dashboard/KPIs
Relationship Introduction and Maintenance
  (Bank, Audit, Legal)
Cash Management

Growth/Strategic

Equity and Debt Financing
IPO Readiness
Buy/Sell Evaluation
Due Diligence Preparation and QofE
Post-deal Continuity
Turnaround
Wind Down

Risk Management

Insurance
E&O/D&O/Employment Practices
Cyber Liability
IP Protection

Employee Programs
Health and Safety
Harassment Awareness
IT Asset Security
Internal Controls Development

Investor Services

Tax Distributions
Dividend/Return of Capital Distributions
Cap Table Maintenance
Capital Account Reporting
Accounting
Accounts Payable
Accounts Receivable
Bank/Credit Card Reconciliation
Audit Leadership/Support
Employee Stock Option Accounting

Tax Compliance

Fed and State Income Tax
K-1 Preparation
Local and Property Tax
Nexus and Sales Tax
Int’l Tax Compliance
R&D Tax Credit
ASC 820/IRC 409a

Benefits

Selection
Group Medical/Dental/Vision
Group Life and Disability
Retirement Savings (401k)
HSA/RSA/Commuter
 
Administration
Census and Enrollment
Claims Management
Compliance with ACA

Operations/Technology

Sales Operations
Policy and Process Development
Automation Evaluation and Adoption
Application and System Selection
Document Management

© 2020 by Fortro Consulting Group

info@fortroconsulting.com

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