Archive for the
‘Case Study’ Category

Business Situation: The client is a 501(c)(3) not for profit agency that specializes in creating opportunities to further the independence of people with intellectual and/or developmental disabilities. These services include, but are not limited to providing Speech Therapy, Occupational Therapy,…

Dec 18, 2019

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Problem When the new lease standard was announced, the client’s first inclination was to use Excel, a cheap and easy option. But early on it became clear that using spreadsheets to implement the new standard wasn’t feasible. The client began…

Sep 23, 2019

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Business Situation: The client is a private equity-owned portfolio company that manufactures signs and brand identity products for resellers throughout the eastern half of the United States. The company is primarily a “rollup” of independent manufacturing companies with separate finance…

Aug 27, 2019

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Business Situation: The client is a not for profit agency that specializes in providing critical and comprehensive services in a safe and child-friendly environment. The organization works with several professional partner agencies to help better serve the local region. With…

Jan 28, 2019

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Business Situation: The client is a global infrastructure development company based out of Kansas City, MO specializing in power, oil & gas, water, telecommunications, government, mining, data centers, smart cities, and banking and finance markets. The client is servicing a…

Jan 08, 2019

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Business Situation: The client is a U.S. public corporation that deals with manufacturing for commercial, industrial, aerospace and defense markets. The required implementation date for the new lease accounting standard (ASC 842) is rapidly approaching for all publicly traded companies…

Oct 18, 2018

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Business Situation: The client is a premier Mortuary and Cemetery serving all faiths, cultures, and religions. The client parted ways with the previous Controller and has not had any success with a satisfactory replacement.  The client recognizes that searching for…

Sep 18, 2018

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Business Situation: The client is a Local County Government that implemented an operational system 5 years ago that they have not been satisfied with. They have determined that it is best to implement a new system and would like to…

Jul 25, 2018

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Business Situation: The client is an American technology, defense contractor and information technology services provider with over $7.4 billion in revenues. It is subject to FASB ASC 606, Revenue from Contracts with Customers, and they needed to determine if they…

Jun 07, 2018

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Business Situation: Our client is a rurally based, $10M, 120 bed Skilled Nursing Facility / Nursing Home that specializes in outpatient rehabilitation and primary medical care for their long-term residents. Unfortunately, they had to confidentially replace their long tenured Controller,…

May 21, 2018

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Business Situation: The client is a manufacturer in the automotive industry and produces timing chains at a local plant. Originally the client was using JD Edwards but the software was no longer meeting their needs. The client went through a…

May 08, 2018

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