HoganTaylor’s Financial Management Services team provides CFO and Controller level services to enable business owners to spend more time executing their strategies and less time managing finance.


With better financial information and an experienced CFO at their side, business owners can confidently tackle the challenges such as rapid growth, acquisition opportunities,  lagging profitability, or strained credit lines.


Credit Facilities

We have assisted clients in arranging over $100,000,000 in new credit facilities or restructurings of current facilities to ensure owners are receiving the best pricing and terms as well as providing capital for future growth.

Cash Flow Analysis

Many owners experience the strain of growth on their cash flows. We have helped clients manage cash through periods of high growth by understanding all the elements of the cash cycle and implementing tactical actions to minimize the strain on credit lines.

Mergers and Acquisitions

We have extensive experience in mergers and acquisitions including deal structure, modeling future operating results and cash flows, drafting and negotiating letters of intent, and reviewing definitive purchase agreements.

Strategic Planning and Forecasting

We help companies link their growth strategies to their annual financial plan through facilitation of the annual planning process and development of forecasts and budgets of expected results. We then help hold clients accountable to execute their planned actions throughout the year.

Financial Reporting

As CPA’s, we provide GAAP-based financial statements to owners, lenders, and investors. However, our goal is to provide owners with timely, actionable financial information to help run their business. Therefore, we also develop more detailed, internal-use financial statements to provide owners with consistent information about the key drivers of their profitability and cash flows.

Receiverships, Bankruptcies and Work-out/Turnarounds

We have experience serving as receivers, bankruptcy financial advisors, bankruptcy administrators, and bankruptcy debtor in possession.  We also have experience representing financial institutions in work-outs and turnarounds of troubled businesses.

Fraud Examinations

Our Certified Fraud Examiner has extensive experience in investigating and uncovering fraud in finance organizations.


Our team of experienced financial executives, controllers, and Accounting Specialists can provide full range of services including:

  • Detailed consolidations
  • Preparation of audit schedules
  • FAS 109/ASC 850 calculations
  • Account reconciliations
  • Bookkeeping
  • Payroll/Payroll tax filings
  • Asset recordkeeping
  • Quickbooks training and support
  • Accounts Receivable
  • Accounts Payable
  • Coordination of tax return preparation
  • Sales and use tax
  • Personal property tax
  • Investment Tracking

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