Advisory:

Strategic Finance & Analytics

Our team provides strategic insights, enabling informed decision-making to clients.

Having the proper planning in place and tracking the correct metrics is crucial to the clients decision making process. Our expertise helps the client aggregate the correct data to develop budgets and forecasts as well as generate strategic reports to help facilitate strategic decision making. We integrate within our clients’ organization as an executive, to elevate performance reporting to ensure the proper metrics and analytics are being monitored in real-time in order to offer data driven insights.

Smart Solutions, Built for You

Planning / Budgeting & Reporting
Aggregation of data to develop budgets and forecasts.

Streamline the planning / budgeting process to ensure alignment with strategic objectives.

Aggregation of data to develop KPIs / performance metrics used for real-time tracking.

Generation of strategic reports for investor, shareholder, and executive presentation.

Offer data-driven insights to facilitate strategic decision-making.

Aggregation of data to develop strategic analytics tailored to specific industries.

Interim Resources
Provide executive and leadership resources that integrate into the organization.

Provide financial guidance during critical phases.

Our process, From Start to Success

01.

Getting to Know You

Before we begin any formal engagement, we take the time to understand your financial data, processes, performance reports, and the concerns driving your search for guidance. This foundation allows us to clearly define and agree on the scope of the engagement.
02.

Gaining Clarity on Your Challenges

Together, we review your financial data and performance reports to identify potential weaknesses and inefficiencies within your planning processes and track record reporting. You’ll upload documents securely through our client portal for a seamless process.
03.

Building Your Vision

We work with you to prioritize your goals while analyzing your planning processes, financial data, and performance reports and the risks tied to them. From there, we integrate into your organization to streamline your planning and budgeting processes and elevate your performance reporting, which will provide strategic guidance during critical phases.

Our Capabilities

Unlock the Full Scope of Our Expertise

Technical Accounting & Financial Reporting

From audit readiness and support, to SEC reporting, to operationalizing accounting standards, and to accounting for complex transactions, our team will provide solutions to help ensure accuracy, transparency, and compliance with GAAP and SEC requirements.

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Operational Accounting

From management accounting and internal reporting, to interim resource and close support , and to project-specific support, our team will integrate into your organization to help drive operational efficiencies and effectiveness.

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Internal Controls

From a maturity assessment, to audit readiness, and to attestation engagements, our team will help you understand your control environment and provide solutions to ensure the proper processes and controls are in place.

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Risk & Compliance

From internal audit services, to readiness assessments, and to risk management and compliance, our team will identify gaps and provide solutions to mitigate risks and ensure compliance with regulations.

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Information Technology

From IT internal audit services, to readiness assessments, to compliance, and to cybersecurity, our team will help improve your processes and programs to ensure best practices are in place.

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Let’s Start the Conversation

Share your information and we will reach out to discuss how we can help.

Let's Talk

TESTIMONIALS we are valued partners in our clients' journeys

“I have worked with many technical experts over the years, but Cathedral stands out as one of the best. They are knowledgeable across a wide range of subjects and are always willing to go the extra mile to ensure that I get the results I need (as opposed to the results I thought I wanted).”

“The team has been a tremendous resource since the inception of our loan fund. Their tax, audit, and accounting teams are crucial members of our professional services team. Their value is in their expertise – thankfully, we’ve had them to rely on as we grow our fund, being instrumental to the success of our enterprise.”

“The firm has a great team of accountants. There is always someone in the office to answer questions if needed right away. They are able to think outside the box. No client is the same, and their approach is taken differently with each case. I think their greatest strength is to have diversity amongst the partners in the firm. This helps them with their client as situations arise, whether it be in audit or help solving best tax situations for the client.”

“The firm is very customer-oriented and always available to help. They have a very knowledgeable team. They always are accommodating every time I call. They always think of solutions not the problem. They are very knowledgeable in the mortgage industry space and understand every aspect of my business. They have helped us gain trust in a CPA/audit team.”

“The staff is very knowledgeable, friendly and accommodating every time I call. They hear their customer and carefully consider the options available to them. They are understanding and easy to work with. When it is time for tax planning, they take advantage of all the tax laws that can help me with the tax incentives available. They are a true partner and guide. I felt they understood me and where I was business wise and where I am going. This is a relationship business, and you must feel comfortable with your accountant (same you would with a doctor or lawyer).”

Schedule your personalized consultation today.

Solutions redefined.

Start Your Journey

Advisory:

Getting to Know You

Gaining Clarity on Your Challenges

Building Your Vision

Technical Accounting & Financial Reporting

Operational Accounting

Internal Controls

Risk & Compliance

Information Technology

Let’s Start the Conversation

TESTIMONIALS we are valued partners in our clients' journeys

Schedule your personalized consultation today.

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