Case Study
60,000+ life Medicare, Medicaid & ACA provider
Private equity owned managed healthcare provider
Project Needs
- Interim Chief Financial Officer to provide post-acquisition financial, accounting & operational guidance
- Provide first ever professional level financial, and accounting management, to a previously family-owned business
- NetSuite ERP implementation
- First ever Audit to U.S. GAAP
Client Motivation
- Replace cash-basis with accrual basis reporting
- Expedite audit to ensure refinancing at competitive terms
Deliverables
- Successfully implemented NetSuite within 90-day of acquisition
- Successfully professionalized accounting staff
