Consulting

There are countless intricacies that go into running a business, and we understand that sometimes it becomes necessary to look for outside help. Whether you’re a small business owner looking for more strategic planning, preparing your company for an Initial Public Offering (IPO), or considering a merger or acquisition, our trusted advisors are ready to help you reach your goals. It’s easy for business leaders to get bogged down with back-end tasks, so we are here to ease that burden and allow you to stay passionate and active in the industry you love.

Why SSF?

We understand that every business is unique, and that’s why we tailor our teams to fit the needs and goals of your project. Based on your type of business, the particular services required, and the goals you have in mind, we hand select a team with the knowledge and passion to get the job done right. Our low turnover rate means that your consultants will be with you for years to come. So as your business evolves, reaches milestones, and sets new goals, you can trust that your SSF team will be there every step of the way.

Outsourced Accounting

SSF’s outsourced accounting team helps businesses of all sizes produce timely, meaningful and accurate financial statements in order to provide the critical information needed for decision making. In fact, the improved process and timeliness achieved through working with our team may also help reduce the costs of an annual financial statement review or audit. Services include:

  • Full outsourcing of the accounting function, including transaction level processing
  •  Software training (QuickBooks & Intacct) / bookkeeping services
  • In-house close assistance, process development
    • Fixed asset /depreciation
    • Accounting training
    • Account reconciliations
    • Chart of accounts setup and /or review
  • Periodic financial statement preparation
  • Cash flow forecasting
  • Technical accounting consultations

Corporate Governance & Compliance

Keeping up with today’s constantly evolving compliance and reporting standards can be a challenge— both before and after a company attempts an IPO. SSF’s corporate governance and compliance group can augment or even fully outsource your internal audit function and Sarbanes-Oxley (SOX) compliance. We assist companies with risk assessments, selection of controls, audits, testing, remediation and reporting.  Areas of service include:

  • IPO preparation
  • SOX compliance
  • Outsourced Internal Audit
  • Royalty/CAM compliance
  • Loan compliance

Strategic & Advisory

With 40 years of experience, SSF is well-versed in the intricacies of M&A transactions. Whether you’re looking for a successful buyout or preparing for an acquisition, our team of experts are there to advise you through the entire process and to ensure that decisions are made wisely, strategically and with your best interest in mind. Services include:

  • Business plan preparation
  • Due diligence / target assessment
  • Quality of earnings analysis
  • Offer evaluation
  • NOL leverage / planning
  • Integration
  • Transaction negotiation
  • System selection
  • Forecasting / modeling

Blog Insights From Our Consulting Team

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5 Common Pitfalls in Risk Assessments What to avoid and how to maximize effectiveness  The corporate scandals of Enron, WorldCom and Tyco in the early 2000s have forever changed the way management and investors [...]

Consulting Practice Leadership

Frank Balestreri
Frank BalestreriConsulting Partner-in-Charge
Email Frank
(925) 271-8700
Kevin Shives
Kevin ShivesConsulting Partner
Email Kevin
(408) 286-7780
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