Virtual CFO, Controller & Accounting Support
Client : High Growth E-Commerce Entity
The client is a fast-growing e-commerce entity that sells high-end interior decors for residential and networking events with distribution to all 50 States. Until recently, the company’s accounting and financial operations were handled solely by the company’s
owner, leaving them little time to attend to sales, operations, shipping logistics and employee matters. In addition, the company was newly onboarding to NetSuite, the world’s leading ERP system, and had little experience in
optimizing the system to meet its growing needs. The client chose ECS to collaborate with on these initiatives because of their cloud-based technology, as well as their experience as a NetSuite Certified Partner.
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Client : Privately Held Global Telecom Company
The client is a privately held leading wholesale carrier providing international A2P messaging and international Voice and SMS traffic worldwide with HQ in Garden City, NY. The client had a vision to acquire smaller entities to strategically grow the
market share with the telecom space. To help achieve this vision, the client acquired three prominent telecom and software management companies. As each of these companies used various systems to record journal entries and
to obtain financial statements, it was necessary to implement one primary accounting software. The client eventually implemented NetSuite as their primary accounting software; however, they were very behind and in need of a
strong team to come in and reconcile the various financial statements so they could complete their audit.
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Client : Small Nonprofit Mental Health Center
The client had a vacancy in their Controller role. They did not feel that they needed a CPA in that role necessarily, but understood they needed a resource for financial statements, financial oversight and grant reporting. In the past, their financial reports had not been meaningful or timely, and their Independent Audit had been difficult and time-consuming. In addition, although they had policies in place for corporate compliance, they believed the policies were more theoretical than fully executed. Furthermore, they had recently moved their financial operating system from using Fund EZ to QuickBooks.
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Client : Gas Station Retailer Benefits from Outsourced Accounting and Virtual CFO Services
A single visionary individual established this gas station retailer with C-Stores. Thanks to a strong market for their products and assistance from external investors, the company now has more than 120 locations in New Jersey and 30 full time office staff.
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Client : A well-known and long-established Indian Food Retailer and Distributor with multiple locations in the tristate area
This food distributor had concerns on the inventory shortages and spoilage and wanted to have a comprehensive system to manage it. In addition, he owner had issues with its financial statements produced by its internal accounting and finance team.
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Client : Privately Owned Franchises consisting of eighty-five+ (85+) stores.
Our client had been in business 5 years. Growth and profitability had been reasonably steady. The company was getting bigger, as were the problems, risks, and opportunities. The company had a controller and an accounting clerk, both of whom had been there
several years. The main issue was that the company had grown, but the controller had not. ECS was engaged to address that issue.
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Client : CEO of a Petroleum Distributor Company in New Jersey from Outsourced Accounting and Virtual CFO Services
Our client had been in business 5 years. Growth and profitability had been reasonably steady. The company was getting bigger, as were the problems, risks, and opportunities. The company had a controller and an accounting clerk, both of whom had been there several years. The main issue was that the company had grown, but the controller had not. ECS was engaged to address that issue.
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Mergers & Acquisition Support
Client : Software Developer and Licensing (SAAS) Entity for Healthcare Organizations
The client is a privately held software technology firm that turns data into the right decisions, and workforce and compensation management into major improvements for health systems and medical groups located in Hauppauge, NY. The client had a vision to merge with a larger healthcare group for major growth. To achieve this vision, the client consulted with ECS to audit their accounting systems and perform a major reconciliation and clean-up of the financial and internal controls for submission to a big four due diligence team.
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Tax Strategies & Compliance
Client : Two Partner Tax and Accounting Firm
The client is a Two (2) Partner Accounting and Tax Firm in Valley Stream, NY. The client’s tax function recently had experienced turnover in a Senior Staff position. They were in need of part-time assistance while they decided what the best long-term
solution for the department would be.
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