Kaplan & Company Financial provides a range of finance and operations business consulting, advisory and financial support solutions designed in a way to promote the success of each individual client. Our support services include:

  • Outsourced Chief Financial Officer (CFO) functions
  • Cost savings assessments, optimization and implementation
  • C-suite level and Finance Department level trusted advisor support
  • Establishment of high-level and strategic advisory boards (proposal specific)
  • Board of Directors independent financial support, advice and reporting
  • Financial budgeting and forecasting
  • Cash flow management and forecasting
  • Bank negotiations and procurement of financing
  • Financial statement preparation and analysis
  • Financial statement audit planning and preparation
  • Financial and operational reorganization and turnarounds
  • Accounts receivable collections and contract resolution
  • Vendor and contract negotiations
  • Due diligence
  • Back office
  • Non-profit fundraising and events management
  • Non-profit membership management
  • Government contracting (GovCon) support, including:
    • Incurred cost submissions
    • Internal audit and controls
    • Invoice, labor and contract reconciliation
    • Indirect rate structure setup and strategy
    • Bid and proposal pricing, team review and strategy
    • DCAA audit preparation and support
    • Subject matter expert (SME) recruiting
At Kaplan & Company Financial actions really do speak louder than words. We listen to you and follow through with action.