SERVICES
Areas of Expterise
Financial Oversight
Comprehensive financial oversight services, including managing General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP), Payroll, Inventory, and Fixed Assets. Additionally, we specialize in creating and developing accounting teams, providing coaching and support to help them thrive and maintain financial accuracy and efficiency.
Financial Infrastructure
Specializing in integrating and automating key finance infrastructure services, including Trial Balances, FinancialStatements, Balance Sheet Reconciliations, and Budget to Actual Analysis. Streamlining these processes ensures seamless, efficient workflows that provide accurate and timely financial insights, helping organizations maintain strong financial control and make data-driven decisions.
Bookkeeping
Full range of finance bookkeeping services, including transaction and journal entry (JE) posting, bank reconciliation, financial close, and financial reporting. Additionally, we perform Budget to Actual variance analysis to help track performance and ensure accurate financial oversight. These services ensure efficient, organized financial management and insightful reporting for better decision-making.
Audit Services
Expert audit services, including audit documentation preparation and comprehensive audit project management. These services ensure that audits are conducted smoothly, with thorough and well-organized documentation, while effectively managing the entire audit process to meet deadlines and regulatory requirements.
Merger & Acquisitions
Specialized Mergers & Acquisitions (M&A) services, including M&A project management, transaction readiness, and Quality of Earnings analysis. These services are designed to support organizations throughout the M&A process, ensuring smooth execution, financial transparency, and in-depth analysis to assess the true value of a transaction and mitigate potential risks.
Banking & Treasury
Comprehensive Banking and Treasury services, including financing solutions, managing bank covenants, preparing borrowing base certificates, and implementing treasury automation. These services help optimize cash flow, ensure compliance with financial agreements, and streamline treasury operations, providing organizations with the tools needed to manage their financial resources effectively.
ABOUT
Your Trusted Financial Partner
My name is Brian Newbegin. I specialize in providing fractional services in the capacity of CFO or Controller for PE portfolio companies.
Many companies have significant growth potential, but their finance functions may be lagging behind. My mission is to elevate financial operations from rudimentary processes to best-practice functions that support growth and scalability.
I have extensive experience in developing robust finance function infrastructures, streamlining treasury and banking processes, and automating monthly closes. I create insightful financial packages that drive strategic decision-making and ensure that every balance sheet reconciliation package is audit-ready each month, providing visibility and transparency.
TESTIMONIALS
CONTACT
Start Your Financial Transformation
Denver, Colorado
brian@newbegincpa.com
720-470-0427
