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Finance Transformation
Private Equity and VC Investors

Accounting Transformation

Once a business receives new capital, the operational challenges can quickly become apparent. Our experience working with hundreds of growth-stage businesses allows us to establish a solid foundation for operations going forward. This includes an opening balance sheet, remediated historical financials, and an updated chart of accounts.

It can be challenging to understand the accounting and financial operations processes of a new company. To assist with the integration process, we conduct a thorough analysis of historical financial operations to identify opportunities for improving the ongoing accounting and financial reporting.

As a part of this comprehensive review, we develop a scorecard that evaluates key areas of the financial function, an operational roadmap that outlines the path forward, and overhaul financial reporting to build an output that is both US GAAP compliant and easily digestible for key stakeholders.

A rebuilt financial operations process improves the quality of revenue recognition in each period. The remediated financial statements provide comprehensive vendor analysis for better expense reporting and for cost-cutting opportunities, as well as valuable insights into cash burn and runway.

Exbo Group's financial operations improvement services offer:

Comprehensive Analysis

We conduct an in-depth analysis of historical financial operations to identify areas for improvement.

Scorecard Development

We create a scorecard to evaluate key aspects of the financial function, providing a clear assessment.

Standardized Chart of Accounts

Our standardized chart of accounts ensures compliance and enhances financial reporting.

Improved Revenue Recognition

A rebuilt financial operations process improves the quality of revenue recognition, providing valuable insights into cash flow and expenses.

Operational Roadmap and Reporting Overhaul

As part of our comprehensive review, we develop a scorecard to evaluate key areas of your financial function. We also outline an operational roadmap that charts the path forward, and we overhaul financial reporting to provide output that is both US GAAP compliant and easily digestible for key stakeholders.