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CFO AND STRATEGIC ADVISORY SERVICES

A trusted solution-focused partner for building and executing financial strategies that help make your business successful.

Financial Planning & Analysis

  • Forecasting and planning — Know the strength & value of your company.   See where the business is headed with confidence.  

  • Modeling and decision-support analysis — Get the tools and analysis needed to make the right business decisions and grow your company.

  • Budgeting, planning, tracking, analyzing and reporting — Be in the driver’s seat with insights, analysis, and information needed to manage effectively. 

  • Pricing and proposal development — Bid smart and win new business!

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Mergers & Acquisitions

  • Optimizing your company —  Be ready to acquire or maximize the value of an organization to be acquired. 

  • Navigating the transaction — Model scenarios, navigate due diligence, analyze and quantify risk, negotiate for maximum value.

  • Executing — Manage smooth post-acquisition integrations.

Treasury & Capital

  • Raising capital —  Be confident and prepared; know what investors and lenders need in order to get the best terms.  

  • Creating value — Improve profitability by managing cash and resources efficiently and effectively.

GOVERNMENT CONTRACTOR SOLUTIONS

PFG represents over 20 years of experience in the aerospace and defense (govcon) industry; Your go-to partner for success-oriented contractors.  

Project Management, Project Controls

  • Project scheduling and analytics — Determine the realistic timeline for your project, what resources you’ll need and when, and what tasks to focus on for optimum performance.

  • Estimate at Completion (EACs) — predicting the profitability and success of your program.

  • Get-well exercises — Get your over-budget or behind-schedule project back on track.

  • Earned Value Management Systems (EVMS) — Implement a full system, or just the parts necessary, tailored to the need.  Does your proposal or contract reference FAR clause 52.234-4?  Let’s talk!

Pricing, Proposals and Indirect Rates

  • Price to Win — Win work and generate the right margins.

  • Financial viability — Demonstrate the financial strength and viability of your company to potential partners and customers.

  • Cost pools and indirect rates — Establish rates and structures that are realistic and competitive.

  • Compliance — Accounting system adequacy, Forward Pricing Rate Proposals, Incurred Cost Submissions, Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS). 

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Financial Systems, Costpoint

  • Implementations — Set up (or fix) your Costpoint and BI system.

  • Business Processes — Run the system effectively and efficiently; turn it into a competitive advantage!

  • Configuration and Management — 

    • Accounting

    • Projects

    • Materials

    • Time & Expense

    • People

    • Administration

ACCOUNTING & TAX CONSULTING

A CPA firm that helps you navigate the complex world of financial statement reporting and tax compliance. 

Tax Filing & Compliance

  • Timely, accurate, and compliant filing

  • Take advantage of credits and incentive programs 

  • Tax planning, to minimize upcoming tax bills

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Financial Statement Compilations

  • Create and maintain accurate, timely, and efficient financial statements

  • Establish business processes that efficiently and accurately maintain business information 

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Accounting & Back Office Operations

  • Payroll processing and return filing

  • Accounting team placement & augmentation

  • Training & development

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WE HELP SOLVE THE TOUGHEST CHALLENGES 

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