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Project Services

Sometimes you have a critical business project but you just don't have the capacity within your team to get the job done and you don't want to commit to hiring a full-time resource that you might not need after the project is completed. Finding a specialized skillset locally can also be difficult and often the option that is most available is from larger CPA or advisory firms located in bigger cities. These resources can cost $300-$700 an hour. Our principal is native to Northeast Ohio, she has skills that are hard to find and her fees are much less. Using Focused Financial Solutions can not only get the job done but take a big chunk out of the cost of doing so. Our principal is experienced at working with critical 3rd parties such as banks, CPA firms, IT vendors, lawyers, and acquisition targets, as well as internal teams to get cross-functional projects done with a thoughtful approach. 

Finance & Accounting

  • Merger & Acquisition support / Disposition support

  • Bank package creation and financing support

  • Audit/Fraud investigations

  • Controls / SOX support

Human Resources

  • Mission development

  • Personnel goals and development plans/reviews roll-out

  • Insurance analysis and selection

  • Job Descriptions & procedure manuals

Technology

  • Systems reporting and tracking development

  • System implementation leadership / support

  • Excel development & training

  • IT infrastructure / cost assessments / recommendations

Other Strategic Projects

  • Strategic planning

  • Business plan development

  • Investor presentation creation

  • Deal structuring

  • Succession planning & hand-offs

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