Seamless Accounting and Financial Reporting for Your Growing Business
We are here to help with your expanded accounting and financial reporting needs as you grow, whether it is interim or fractional CFO for support, or advanced caliber additional resources.
Interim or Fractional CFO Services
Practical Solutions for Accounting and Financial Reporting
Our expertise is in corporate financial accounting and reporting, ensuring that your financial data is meticulously managed and accurately reported. As a leading business advisory services firm, we take pride in being your trusted partner in financial success. Our team of experts is here to streamline your accounting processes, empowering you with valuable insights to make informed business decisions.
Trust Congruent Advisory for unparalleled accounting and financial reporting solutions, and experience the confidence of having a reliable partner by your side. Let us help you navigate the complexities of financial management so you can focus on what matters most – growing your business to new heights of success.
Here are some of the services we offer:
Developing and refining close processes and financial controls.
Implementing an efficient monthly close process.
Assisting with annual and interim financial reporting.
Streamlining financial reporting and auditing processes.
Developing and setting up financial and operations reporting processes for informed decision-making.
Preparing technical memos related to US GAAP and IFRS accounting pronouncements (ASCs, ASUs, IFRICs), including, but not limited to:
ASC 605 – Revenue Recognition
ASC 606 – Revenue from Contract with Customers (IFRS 15)
ASC 842 – Leases (IFRS 16)
Topic 958 – Grants Contributions Received and Made
Support and Guidance for Your Most Critical Accounting and Finance Projects
Congruent is your growth partner for accounting and financial reporting needs. We adopt a hands-on, personalized approach with our clients, ensuring a deep understanding of their business. This level of understanding allows us to identify areas of opportunity or change that will better support your organization’s growth and success.
Our approach is highly collaborative and tailored to adapt to your changing needs.
Step 1. Learn
Immediately upon contract signing, we begin a deep-dive into your business. We want to learn the ins and outs and understand day-to-day operations so we can build solutions that meet requirements but also work best for your business – now and in the future.
Step 2. Collaborate
We take a partnership approach, working closely with your internal finance teams and business leaders to develop practices and controls that meet requirements and benefit internal operations.
Step 3. Execute
Our clients know that they can hand off their accounting and financial reporting needs to us and the job will be timely, well-supported, and can be used to inform decision-making. We work with our clients to support and empower them through the process.
Q1. Do new accounting standards and requirements have you confused?
We can help you understand how the latest accounting and financial reporting requirements impact your business, review your financials for compliance and fairness, and train your team on how to navigate the new standards for future success.
Q2. Is your financial reporting process onerous and time-consuming?
We specialize in reducing inefficiencies and revising processes that are slowing down operational workflow. We help refine and streamline reporting and auditing processes, financial controls, and monthly close-outs so that they work better for your current needs.
Q3. Is your organization growing at such a pace that you need interim financial leadership help NOW?
We provide fractional and interim CFO services and support to keep your finance and accounting department on track during times of transition. Our approach is highly collaborative, designed to support and empower.
What Clients are Saying
Owner, Waste Company, CO
We initially hired Congruent Advisory (Tejal) as an Interim CFO to help us strengthen our accounting processes and financial reporting function. Very early on we noted Tejal’s focus on understanding our business and putting into place processes that increased communication and collaboration between Operations and Accounting departments resulting in a more streamlined monthly close process. Tejal focused on building trust and capabilities in the accounting team. She helped the accounting team strengthen their analytical and communication skills helping inter-departmental cohesion and a more informed decision-making process. Tejal is an authentic and empowering leader focused on developing and strengthening the capabilities of the teams she works with. Tejal would be a great asset to any company as an interim CFO or to a company that wants to build a strong accounting and finance processes. Most certainly, she proved to be one of the best investments we have ever made!
Owner, Waste Co, CO
We retained Congruent Advisory (Tejal) as a sell side M&A consultant. Tejal helped us steer our financial, legal, and operations due diligence process. She was integral to helping the buyer gain comfort on all aspects of the due diligence. Tejal helped us navigate the transaction process in a collaborative manner. Of particular note was her ability to drive the transaction process to fruition in a challenged timeline (approx. 4 months). We unhesitatingly recommend Congruent as an M&A consultant. Congruent would be a key asset to any seller company looking for assistance with their transaction. Our family is forever grateful that Tejal joined our company and lifted our team to a higher level - I give her a five-star rating!
President , Biotechnology Company, TX
Congruent Advisory (Tejal) worked as a fractional CFO for us for about 2 years. She focused on understanding our business needs of our maturing company and helped improve the quality of data and communication between finance and operations. Tejal provided actionable insight and support on various aspects of our company, such as ERP selection and implementation, audit facilitation, as well as documentation of technical accounting pronouncements and their implementation. Tejal helped guide us on our strategic choice of auditors, as we planned for continued growth of our company. Overall, she helped drive solutions as the company transitioned to a permanent CFO. I highly recommend Tejal. She would be a valuable asset to any company in a growth mode.
Accounting and Finance Solutions Designed for You
Congruent Advisory Services has deep accounting and financial reporting experience. We can help you navigate almost any challenge in this area and establish procedures and controls to improve your accounting and reporting function now and in the future. Contact us to learn more about our services and discuss your needs.