CFO Advisory

We'll help you maintain a healthy cash flow to support your business growth, work on strategies to build wealth in your business while maintaining proper investing solutions.  Stay on top of your finances with our effective general ledger budgeting solutions therefore giving you insights to predict future cash flows based on historical data and expected projects, enabling better financial planning. 

Entrust us to be your life line support with all reconciliations. We are well versed in troubleshooting any discrepancies with bank, overall balance sheet, payroll, work in process (WIP), intercompany billing, multicurrency management, and credit card reconciliation. Say goodbye to discrepancies and headaches; we'll ensure your accounts are always in sync. 

We can expertly manage controls to ensure your financials are balanced and accurate. H.H. Morgan can provide support for any type of audit. We are well versed at dealing with accrual audits, Workman's Comp audits, FAR audits, SBA audits, and IRS audits. Benefit from H.H. Morgan's extensive knowledge for properly maintained financials.

 Growth requires more than increasing revenue—it requires a clear strategy, strong financial insight, and the right operational foundation. Our Strategic Growth Advisory services help firms identify opportunities for sustainable growth, evaluate risks, improve profitability, and align resources with business objectives. We work alongside leadership teams to analyze financial performance, optimize processes, strengthen forecasting, and develop actionable plans that support expansion, increased market share, acquisitions, new service offerings, and long-term business success.

 Successful firms need more than accurate financial information—they need a trusted advisor who can help leadership interpret the data, evaluate opportunities, and make confident decisions. We serve as a sounding board for leadership, helping identify risks, uncover opportunities, improve accountability, and develop practical solutions that support the firm's vision and objectives. Our goal is to provide clarity, insight, and direction so leaders can focus on driving their business forward with confidence. 

We help firms establish and optimize their financial structure, including chart of accounts, organizational setup, project accounting workflows, reporting hierarchies, and Deltek Vantagepoint configurations that support meaningful and reliable data. Our team works with leadership to identify the key performance indicators that drive success and develops financial reports and executive dashboards that provide clear visibility into profitability, cash flow, utilization, backlog, revenue forecasts, project performance, and overall business health. By transforming complex financial data into actionable insights, we equip executives with the information needed to make timely, informed decisions and confidently lead their organizations. 

Year-end is one of the most critical times of the year for any organization, and accurate financial records are essential for a smooth close and tax preparation process. Our team assists with the detailed year-end activities that ensure your financial statements are complete, accurate, and audit-ready. Services include general ledger reconciliations, balance sheet account reviews, accrual analysis, fixed asset verification, W-3 reconciliation, payroll tax reviews, 1096 and 1099 preparation and management, benefit hours reconciliation, and validation of supporting schedules for assets and liabilities.

We work closely with your internal team and external tax professionals to identify and resolve discrepancies before tax filings begin, reducing delays and minimizing surprises. While we do not prepare corporate tax returns, we provide organized financial records, supporting documentation, and year-end schedules that help streamline the tax preparation process for your CPA or tax advisor. 

 When unexpected accounting challenges arise, having experienced professionals by your side can make all the difference. Whether a key employee has unexpectedly left, financial records have been compromised due to a failed backup or system issue, reconciliations are out of balance, or subledger accounts no longer tie to the general ledger, our team is ready to step in and provide immediate support. We understand that accounting disruptions can impact cash flow, reporting, payroll, billing, and leadership decision-making, which is why we focus on quickly assessing the situation, identifying root causes, and implementing practical solutions.

Our team is uniquely qualified to fill virtually any role within the accounting department—from accounts payable and billing specialists to controllers and CFO-level leadership—for as long as needed. We work diligently to reconstruct financial records, resolve discrepancies, restore confidence in reporting, and establish processes that prevent future issues. 

 We conduct comprehensive reviews of Deltek Vantagepoint configurations, workflows, security, reporting, and business processes to identify inefficiencies, reduce risk, and improve system utilization.

Our reviews commonly include:

• Accounting processes/Internal controls
• Project setup and contract management
• Billing procedures
• Resource planning
• CRM and opportunity management
• Reporting and dashboards
• User roles and security
• Data integrity and system configuration