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Finance & Accounting

Finance & Accounting Services
Fractional Finance & Accounting Roles
Financial Consulting & Advisory Services

May 03
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Operational Analysis

By Finance & Accounting, Privately Held

The client was a professional services firm that provided accessibility testing and training for businesses and organizations. The client had realized that they were not getting the management information that they needed to manage the business properly, and that they were not able to provide their bank with the specific information that it needed. In addition, the client did not know the exact profitability of each position/employee. As a result, they engaged Warren Whitney’s Scott Warren to conduct an operational review of the company’s accounting and informational functions.

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May 01
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Operational Analysis

By Finance & Accounting, Nonprofit

After several years of underperforming against budget, this nonprofit health care organization engaged Warren Whitney’s Gene Gregory to conduct an operational analysis to identify opportunities for improvement in operations and their potential impact on the financial position of the organization.

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May 01
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Interim CFO

By Finance & Accounting, Privately Held

A privately held manufacturing company had grown rapidly without adequate accounting systems and controls. When Cyndy Lowery, an owner and director of Warren Whitney, was engaged to work with the company, the president was not receiving timely financial statements, information was not being entered accurately into a newly created job cost database, and the bank had issued strong warnings that its relationship with the company was at risk. The bank ultimately demanded a change in banking relationships.

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May 01
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Interim CFO

By Finance & Accounting

After suddenly losing its CFO, this year-round resort needed a quick replacement that could manage financial operations, finish the year-end audit, support planning for a major capital expansion, hire and train a replacement, and understand the member-oriented aspects of the business. Having worked with Warren Whitney on a previous occasion, the client engaged Scott Warren to become interim CFO.

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May 01
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Chief Financial Officer

By Finance & Accounting, Privately Held

As this company grew to five locations, the owner realized the need for executive level accounting and financial management. He needed someone with CFO-level knowledge, but realized that the company still did not require a full-time CFO position. The client engaged Warren Whitney to fill the need for a part-time CFO. Rique Flato served as the primary professional working one or two days per week and providing oversight of the client’s bookkeeper and the preparation of financial statements.

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May 01
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Forensic Accounting

By Finance & Accounting

A healthcare company was informed by one of its employees that the person in its highest accounting position might have been using the company’s funds inappropriately. As a result, the client had Warren Whitney’s Cyndy Lowery discreetly investigate whether or not there had been any misappropriated funds.

Read or watch the Richmond Times-Dispatch’s “60 Seconds With: Cyndy Lowery” to learn more about how forensic accounting can help businesses and organizations. (Click “Read More” to access the direct link.)

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