OUR SERVICES

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