Our Services

Financial Expertise & Advisory

  • Expertise in financial planning and strategy, aligning your company’s available working capital, cash flows, trends in sales & costs, performance of your assets, and investment opportunities with your overall financing package - and finding leverage among your financial & operating assets to deliver the highest returns on investment.

  • Controllers are expert financial operators - your First Officers.

    Controllers know the business inside and out, understand the underlying economics, and can build & run what is needed to make it all happen efficiently:

    • Accounting, Billing, Payments, Financial Statements, Tax Compliance and the systems and people that power all of those – are just a few of the work areas directly led by the Controller.

  • This general service category allows you to customize the level of work you need done - understanding that your current needs can’t fit squarely into one of our other areas of expertise.

Special Projects

  • An objective view of your operating results & key indicators of financial performance, we will ensure you have templates to use in the future and a complete understanding of:

    • Cash flows & forecasting – Burn rates, cash flow cycles (payables versus receivables, etc.)

    • Income statement (P&L) analysis – profitability, margins analysis

    • Balance sheet analysis – balance of financing (liabilities versus equity) and viability of assets

    • Other insights – Liquidity, return on assets, debt servicing burdens, efficiency measurements

  • Your financial statements are key to understanding how your business is performing and as well to prepare for potential investment opportunities, capital raises, and formatting for tax & compliance needs:

    • Financial Statements: Balance sheet, income statement, statement of cash flows & shareholders’ equity

    • Internal reporting: Investor, Board, Banking, and Management reporting

    • Year-end closing support, for tax & audit readiness

  • We offer specialized support to onboard new systems, and to strategize the right blend of technology and process:

    • ERP systems: NetSuite, SAP

    • ERP software add-ons: A/P, Billing, Sales Taxes

    • Expenses & corporate credit cards: Ramp, Concur, EDI

    • Human resources information system: ADP

    • Customer & supplier relationship management: SalesForce

  • We can assist with creating financial plans, budgets, and forecasts for different areas of your business.

    Whether you need a plan for your entire business, a specific operation, geography or product - all of these can be covered and modeled. We’ll as well make sure you have reporting tools to help measure your success against those plans.

  • Our team can expertly analyze your data, and format into compelling and useful charts/dashboards for your stakeholders. Using standard “ETL” methods, paired with data science methods (statistical and modeling tools) our team can bring your data to life with pertinent and pointed reports.

    Practical uses for these types of services are analyzing your sales or supply chain. Finding patterns in customer or supplier behavior (and responses to pricing campaigns you might run) can greatly empower you as a business leader and bring gains to your top line.

Advanced Projects

  • We can evaluate business asset investment alternatives, model return on investment, and give you greater confidence in your decisions where to deploy your capital:

    • Business unit acquisitions: Acquisitions in full, or business segments or regional expansion

    • Capital expenditures: Equipment, property, or tech

    • Operating investments: Systems and people

    • Strategic capital deployment: Operating, financing, or investing alternatives

  • Whether you’ve struck gold on a new product, or need to relook your current products, we can look into:

    • Marketing – From determining the appropriate market for your products to creating brand awareness.

    • Sales strategy - Converting awareness into offering the right solutions for your customers.

    • Product packaging – A blend of your products that creates value & positive customer experiences.

    • Pricing – How your pricing models can improve sales and improve your cash flows.

    • Positioning – Are you competing in a crowded market? Who do your customers compare you to?

  • Corporate policies are often an overlooked part of doing business - often needed to win certain contracts. We can help draft the standards that meet compliance as well as set the right culture for your business:

    • Travel and Expense Policies

    • Internal controls and segregation of duties

    • Setup of sales taxes: procedures and tools

  • Our team has several years experience operating non-profit organizations. There are specific challenges to non-profits, including preparation of Form 990 tax returns and reporting back on program achievement & effectiveness.

    Programming, budgeting, fundraising and finally tracking results can be a massive undertaking for often understaffed organizations. AdAstra CFO is willing to offer free consultation for non-profits, can perform certain work pro bono, and is available for larger projects as needed.

  • Our team can help consolidate financial statements, perform evaluations on intercompany activities where transfer pricing rules may apply, and help setup operations around intercompany billing, known also as “recharges”.

    Further, companies based outside of the United States who need assistance getting setup within the United States is something we can assist with.

Connect with us to learn more about these services, and what might be the right fit for your own business.