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Innovative & Tailored Strategies To Optimize Your Financial Operations - Actionable Insights to Improve Your Business

EMPOWERING ORGANIZATIONS WITH EFFICIENT, TRANSPARENT, & SCALABLE FINANCIAL SOLUTIONS

Expert Financial Insight

Tailored Consulting Solutions

 

At Calenzie Consulting LLC, we specialize in providing customized solutions tailored to meet your unique business needs.  We operate across the United States - whether your business is just starting or already established, we are here to help from accounting operational advisory to business management services. 

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Our lean operating structure enables us to offer very competitive pricing while delivering top-notch services. With a focus on project-based work and interim Accounting or Finance resources we ensure swift and client-centric service without the burden of ongoing costs as our priority is to establish sound and scalable solutions and be your partner.

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Our industry experienced dedicated team is always on call to provide the attention your business deserves.

Accounting for small business

We also work with small businesses!  Small business are the backbone of our economy.  If you are a small business we are very much here to help - we can set up your Accounting & Finance functions to provide a stable foundation to run your business at a reduced rate.  We understand how important your business is to you and we work hand in hand with you to ensure you receive our full attention and expertise.

Services

Expert Consulting Services Providing Tailored & Actionable Insights

Operational Accounting Consultant

Operational Accounting

We are wizards at customized operational accounting solutions tailored to your business needs.  Our structured and balanced approach will provide stable & accurate monthly reporting with the visibility you need so that you can focus on driving the business where it needs it the most.

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  • Process Optimization: Enhance reporting, efficiency, and scalability by implementing and optimizing automation tools, including accounting ERPs, payment and expense management platforms, CRM, and system integrations.  Say goodbye to manual .csv uploads.

  • Streamline financial processes through bottoms up approach to month-end close checklists, processes, working papers, and reviewing historical financials for potential process gaps to ensure stable and accurate reporting.

  • Financial Controls: Develop and document financial policies, SOPs, and internal controls for accurate, timely reporting.

  • Payroll processing set up and state registration assistance.

  • Enhance and provide future reporting flexibility in your chart of accounts and coding schemas, permeating this through all internal reporting so that your business can view financial metrics in the way you need.

Financial Business Consultant

Business Management Consulting

Our in-depth processes encompass both short and long-term planning cycles.  Services we offer include:

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  • Our experts will analyze your business and provide actionable insights into what is causing leakage and how to boost profitability by analyzing financial data to identify trends and assess performance. 

  • Analysis and improvements to cash conversion cycles and liquidity.

  • Interpreting key financial ratios and metrics, comparing to your industry.

  • Create and maintain financial models to forecast future financial performance. 

  • Create models to support budgeting, forecasting, and scenario planning. 

  • Debt financing & refinancing (term, growth capital, revolver)

  • Providing insights into financial performance and future scenarios to support strategic decision-making. 

  • Identifying potential risks and opportunities. 

 

Whether you are focused on top line revenues, contribution margins, or bottom line/EBITDA we can provide immense value at a fraction of the cost.  

Business Management Consultant

Internal Reporting, Treasury, Audit Readiness

  • Audit & Compliance: Ensure adherence to GAAP standards, oversee audit preparedness for first time audits, establish foundation for managing tax filings and maintaining regulatory compliance.

  • We guide your business and its affiliates through the initial audit process by ensuring all documentation, controls, and reports meet compliance requirements.

  • Drive initiatives such as ERP implementation, payment processing, and cross-functional projects that influence accounting and finance operations.

  • KPI Management: creation of KPI dashboards for financial insights to executives.

  • Cash Flow & Treasury: creation of cash flow processes, introduction of banking relationships, and setting up treasury functions, including automated feeds into your Accounting ERP.

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