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Aria CFO Advisors

Advisory
Services

Unexpected events and rapid change are standard obstacles to 
growing your business. Aria’s Advisory Services encompass one-time 
project engagements you need to support addressing particular 
milestones. We combine the expertise of a big four or big bank with 
the in timacy of a boutique firm.

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Our Advisory Services
cover the following:

Transaction Advisory

Thinking about a sale but not sure where to start? Are you 
interested in acquiring another business, but want a second 
opinion on valuation and negotiation strategy? Our experience 
acquiring and selling businesses can help you navigate these tricky 
situations.

  • Acquisition target due diligence
  • Valuations analysis
  • Transaction process structuring
  • Negotiation support

Accounting Transformation

It can be challenging understanding the accounting and financial operations processes of a new company. To assist with the integration process, we conduct a thorough analysis of historical financial operations to identify opportunities for improving ongoing accounting and financial reporting.

  • Conversion from cash to accrual
  • Review and reorganization of the Chart of Accounts
  • Creation of a streamlined month-end close process
  • Implementation of financial tools to automate internal processes

Turnaround Management

Turnaround Management is a comprehensive process aimed at
reviving struggling or under performing businesses to restore 
profitability and ensure long-term success. This strategic approach 
involves assessing a company’s operational, financial, and strategic 
challenges and implementing a series of corrective actions to 
overcome these hurdles. The ultimate goal of turn around management 
is not just to keep the business a float but to transform it into a 
stronger, more competitive, and financially stable entity.

David is a unique find. Strategic and insightful as a long-term partner, detailed and ready to roll up his sleeves for our needs today. David is truly part of the culture at Team Stake.

— Rowland Hobbs CEO and Co-Founder of Stake

David was able to step in quickly and get up to speed on our business and was able to fully take over our financial reporting within 60 days. The reporting we get from Aria on a monthly basis enables us to make informed decisions about our business operations and strategy.  We are extremely pleased with the service and can’t imagine being able to find a comparable solution that is so economical.

— Allison Robin Co-Founder of Envoie Projects

David brings a flexible, hands on approach to client relationships. He and his team were able to leverage the knowledge they had gained through their fractional CFO support to build a fast, effective bridge from cash to accrual reporting and build a month-end close process that allows me to see and understand my business in a new way. I would recommend Aria if you are looking to bolster your financial operations and analytics with a cost-effective outside resource while in parallel valuing a team willing to adapt to your culture and systems.

— Austin Lo Founder of Peek Technologies

Aria CFO Advisors transformed our financial operations. When we initially struggled with transitioning to QuickBooks Online and GAAP compliance through a large firm, David and the Aria team stepped in. Not only did they meticulously organize our books, but they provided professional development to ensure our team understood the changes and could maintain them moving forward. Their expertise, attention to detail, and commitment extends beyond numbers—they empower business growth. Plus, Aria thinks in the context of the big picture: ensuring we appropriately plan for our eventual exit. Highly Recommend!

— Jay Steele CEO of FOCUS Learning

Contact Us

Have a question or concern, or need to reach out to us for 
specific information? Please fill out the contact form below, and 
one of our agents will get in touch with you.

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with Expert Guidance

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