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CFO & BUSINESS ADVISORY

Skillful management and strong leadership are key to an operationally efficient business and a committed workforce. Whether your organization is in the midst of change, needs help crafting and implementing sound business controls, or needs higher level accounting insights, management, and planning, KDP’s CFO Services are designed to assist with management issues, opportunities and successful change initiatives.

Analysis & Planning

- Identifying areas for improvement
- Custom strategic financial plans
- Budgets and cash flow forecasts
- Accounting policies
- Design and implementation of internal controls over financial reporting and compliance

Ongoing Support

- Timely financial reporting
- Ongoing monitoring and review of monthly financial reporting & controls
- Implementation assistance of new accounting pronouncements

Financial Services

- Assistance in obtaining financing to support growth, expansions, and acquisitions
- Valuation assistance

CFO & Advisory Services

Our team of professionals serves companies throughout the business lifecycle and help them to emerge stronger and smarter by delivering tailored service and resources to our clients. Our experienced practitioners have extensive business knowledge and compliance expertise, along with access to a national network of industry specialists from our RSM member affiliates.

Download our CFO & Advisory Services Brochure

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Business Valuation Services

Our Business Valuation services help you make decisions confidently while providing insight into key issues associated with your particular engagement. Our professionals use their specialized skills and knowledge of business and industry to provide insights that ultimately translates critical and complex issues and transactions into opportunities for growth, sustainability and long-term advantage.

Download our Business Valuation Services Brochure

BROCHURE

Latest Financial News

OUR CFO & ADVISORY LEADERSHIP

Mark Damon, CPA

Managing Partner


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Megan Kurz, CPA

CFO & Business Advisory Practice Leader, Partner

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Marla Chalmers

Director


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Mari Wruble, CVA, CBA

Senior Valuation Manager

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Scott Sampson, CPA

Manager


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Clay Alumbaugh

Manager


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Jonsi Wangler, CPA

Valuation Manager

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Dustin Poland, CPA

Business Services Manager

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