this firm is not a cpa firm

growth companies

Enhancing people, processes and reporting to manage risk and achieve strategic goals for growing businesses

Executing business strategy requires balanced focus on operations, marketing and finances. Billiken’s experience and proven track record addressing financial risks and reporting challenges while building scalable financial functions and managing costs make us the financial consulting partner to achieve growth.

• Financial Reporting and Risk Management
• IPO and Complex Transaction Assistance
• Financial Functionality Solutions


Financial Reporting and Risk Management

Effective reporting enables management to focus on business execution and proactively drive business performance. In addition, risk increases as the volume of transactions increase, systems gain sophistication, reporting deadlines shorten and resource requirements evolve.

Our professionals leverage their hands-on practical experience and in-depth knowledge of financial systems, operational reporting, and business management. Clients benefit from Billiken’s services:

  • Design and implement monthly reporting packages
  • Identify key performance measures and develop dashboards or flash reports for monitoring business results
  • Develop capital planning and expenditure tracking processes and reporting
  • Perform budget modeling and analyses
  • Streamline and expedite monthly and quarterly financial close processes
  • Implement financial close checklists
  • Mentor and develop in-house resources

IPO & Complex Transaction Assistance

Our professionals bring extensive experience working with financial statements and footnotes, drafting SEC filings, supporting the external audit process and translating technical issues. We help manage risks in financial reporting accuracy and compliance that comes from rapid growth, regulatory requirements and organizational change.

In partnership with our clients, we liaison with external auditors, bankers and counsel:

  • IPO Readiness Assessment
  • Drafting Financial Statements, Pro Formas and SEC Disclosures
  • Technical Transaction Analyses and White Paper Development
  • Assistance with Recording Complex Transactions
  • New standard Implementation Assistance
  • Preparing Workpaper Analyses and Tie-out Services
  • External Auditor Liaison

Financial Functionality Solutions

As businesses grow and expand, the supporting financial operations should undergo systematic changes to expand reporting, transaction processing and manage cash flow requirements for profitable execution of long-range business plans. Financial functionality solutions help optimize people, processes and reporting. 

People – human competencies that manage risk and overhead through defined positions, performance goals, strategic partnering and clear
communication of policies and procedures

Processes – integration of people, systems and data to support efficient, compliant and routine delivery of business activities.  Systems enable the
  execution of business activities in organized scalable processes that support planned growth.

Reporting –reliable and accurate internal and external reporting of results to support timely business decisions.

Benefits realized from our services include:

  • Managed overhead and resource utilization
  • Reduced manual efforts and increased paperless processing
  • Documented processes and desk procedures
  • Improved use of technology
  • Streamlined spreadsheets and interfaces
  • Enhanced reporting within core systems
  • Optimized resource utilization