Services

Tailored Financial Solutions for Your Holding Company

Whether you’re prospecting your first acquisition or preparing for an exit, Nomad CPA’s services are designed to streamline your operations, enhance clarity, and maximize portfolio value. Our monthly packages and specialized offerings empower you to focus on growth while we handle the financial complexities.

Core Services

Our core services provide the foundation for efficient, scalable financial management across your portfolio companies.

Financial Reporting

Accurate and timely financial reporting to drive informed decision-making.

• Standardized Bookkeeping: Unified, error-free records for all portfolio entities.
• Financial Statements: Clear, audit-ready reports to support compliance and investor/creditor needs.
• Real-Time Insights: Dashboards and metrics to monitor performance and plan strategically.

Financial Operations

Streamlined transactional processes to optimize cash flow and efficiency.

• Accounts Receivable/Payable: Automated AR/AP to ensure timely payments and collections.
• Payroll Management: Reliable, compliant payroll processing for your portfolio workforce.
• Operational Scalability: Systems to handle growing transaction volumes seamlessly.

Strategic Finance

Data-driven strategies to fuel acquisitions and maximize exit value.

• Financial Forecasting: Projections to guide deal structuring and growth planning.
• KPI Implementation: Tailored metrics to track and optimize portfolio performance.
• Exit Preparation: Financial modeling to enhance valuation and investor appeal.

Additional Services

Beyond our core offerings, we provide specialized services to support your unique goals and challenges.

Acquisition Due Diligence

Comprehensive financial analysis to ensure confident deal-making.

• Financial Health Assessment: Evaluate target companies’ books for risks and opportunities.
• Valuation Support: Data-driven insights to negotiate optimal deal terms.
• Integration Planning: Strategies to align acquired entities with your portfolio.

Systems Implementation

Tailored technology solutions to enhance efficiency and scalability.

• Software Selection: Recommend and deploy financial systems suited to your needs.
• Process Automation: Streamline reporting and operations with integrated tools.
• Training & Support: Ensure your team maximizes system capabilities.

Advisory and Coaching

Personalized guidance to navigate complex financial decisions.

• Strategic Consulting: Expert advice on capital allocation and portfolio growth.
• Back-Office Coaching: Equip your team with skills to streamline financial operations.
• Exit Strategy Planning: Tailored plans to achieve your long-term objectives.

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