Financial Services

Our comprehensive Financial Services team goes beyond traditional consulting by offering a blend of strategic guidance and operational support tailored to meet your business needs. With a focus on providing efficient and effective solutions, our experienced experts specialize in delivering not only consulting but also essential operational support and accounting services. We understand the importance of agility in today's rapidly changing environment, which is why we offer transformative expertise and digital solutions aimed at maximizing the value of your investment. Whether you require assistance with financial strategy development, regulatory compliance, or day-to-day operational tasks, our team is equipped with the technical know-how and compliance expertise to ensure a successful outcome for your business. Partner with us to streamline your operations, enhance your financial performance, and navigate the complexities of the modern business landscape with confidence.

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Start-up & Emerging Growth

Payroll

Ensure employees are paid timely and accurately while maintaining multi state compliance.

Board Reporting

Assist in preparation of board presentations, facilitating informed decision-making.

Functional & Accounting Support

Provide on demand transactional and operational support without the cost of hiring full time CFO/Finance Team.

Evaluation & Enhancement of Financial Processes

Evaluate and review your existing processes to identify and close any major gaps and identify opportunities for automation.

Month Close Support

Ensure the accuracy and timeliness of your financial records, providing a solid foundation for informed decision-making.

Working Capitol Management

Facilitate and maintain banking relationships and provide effective cash flow management.

Cap Table Administration

Update and accurately record all transactions related to the issuance, transfer, or repurchase of company securities.

Reporting & Financial Statement Preparations

Design and prepare reports to provide insight into financial performance and facilitate the review process.

Sales Compensation Plan Design

Assist in customizing incentive structures to align with your business objectives and motivate your sales force.

TAX & HR Liaison

Facilitate seamless coordination between tax advisors and human resources operations.

Budget & Forecasting and Financial Analysis

Development of budget, forecast and overall financial strategies.

Scaling and Expanding

Building & Mentoring Teams

Provide roadmap to the optimal structure of the financial function to accommodate the growth of the company. Help with selection and training of the new hires for smooth integration into the company.

Enhancing Close Process & Reporting

Accelerate monthly close to provide more timely data for decision-making while ensuring the accuracy and timeliness of your financial records.

Accounting Policies & Procedures

Crafting frameworks tailored to your business, promoting financial accuracy and compliance, and preventing internal and external fraud and errors.

Technical Accounting

Provide guidance and support on various accounting matters, such as revenue recognition, lease accounting, fair value measurement, business combinations accounting and more.

Domestic & International Expansion

Leverage our experience to assist in setting up operations in both additional states and countries.

Treasury Function

Facilitate and maintain banking relationships and provide effective cash flow forecast and management.

Benchmarking & KPIs

Development of quantifiable measures used to evaluate the success and performance of your organization

Financial Systems Support

Advise in optimizing your tools and processes for maximum efficiency in the areas of Quote to Cash, Procure to Pay, Sales Commissions and more as well as assist in implementation of such tools.

Equity Administration

Update and accurately record all transactions related to the issuance, transfer, or repurchase of company securities, review of stock-based compensation expense, and assist with implementation of equity related systems and controls.

Budgeting & Forecasting and Financial Analysis

Development of budget, forecast and overall financial strategies.

General Accounting

At dBB Consulting, our partnership with dBB Recruitment allows us to offer in-house accounting support that can be tailored to your company's needs. Whether you need a CFO or bookkeeper, we have you covered with short-term or long-term support. Outsource your requirements to our experienced team and focus on growing your business while we take care of your finances.

Buy-Side Due Diligence & Merger Integration Support

Ensure a thorough examination of financial data, mitigating risks and ensuring sound decision-making in critical business transactions. Integrate individuals, procedures, and technology to enhance efficiency and remove duplication following the completion of a deal.

Exit Strategies

IPO Readiness

Review readiness to go public including reviews of financial statements, teams and their capabilities, accounting system/process, assist in the “quarterisation” of historical financial information, internal control design and more.

Post IPO Support

Create a data room and any other materials. Facilitate communication between the two parties, answering questions, and addressing concerns that arise during the due diligence process.

Building & Mentoring a Team

Provide roadmap to the required structure of the financial function and teams to meet the demands of operating as a public company. Help with selection and training of the new hires who can excel in navigating the complexities of a public company.

SOX Compliance Review

Advise on SOX requirements and related management certifications.

Insurance

Collaborate with you to determine the specific line of coverage that effectively mitigates business risk for public companies.

ESPP and Employee Management

Assist in customizing various employee equity incentive plans such as ESPP, RSU, PSU to help align and motivate employee to the long term success of the company.

Financial Insights

With dBB Consulting's Finance Insights, unlock the power of foresight to navigate financial landscapes with confidence and agility. Stay tuned as we delve deeper into the realms of financial optimization and strategic planning.

dBB GLOBAL & PARTNERS