Consulting Services

Financial Planning & Analysis

We build the financial frameworks that help you plan, budget, and report with confidence, so every decision supports long-term performance.

Annual budgeting and multi-year financial planning
Cash flow projections and liquidity management
Performance dashboards and KPI development
Periodic variance analysis vs. budget and forecast
Custom reporting for management and board

Cloud ERP & Finance System Advisory

Modernizing the finance function through smart system selection, implementation, and integration—enabling automation, accuracy, and real-time visibility.

ERP and finance system needs assessment
Selection of suitable cloud-based ERP platforms
Project management for implementation and data migration
Systems integration for automation (AP, AR, payroll, reporting)
Change management and end-user training

Transaction Readiness & Technical Accounting

Preparing organizations for audits, acquisitions, and complex accounting events with accurate records, strengthened controls, and full compliance confidence.

Financial statement cleanup and reconciliation
Strengthening of internal controls and processes
Preparation of audit schedules and supporting documentation
Implementation of new or complex accounting standards (ASC 606, ASC 842, etc.)
Technical memos and position papers for management, auditors, or regulators
Support for unique transactions (equity, derivatives, restructurings)

Business Transformation

Aligning people, processes, and systems to drive measurable change, efficiency, and sustainable growth across the organization.

Holistic strategy and business model redesign
Process mapping and internal control assessment
Technology enablement for improved performance
Change management and stakeholder engagement
Implementation oversight and performance tracking

Operational Efficiency

Optimizing operations to eliminate waste, reduce costs, and strengthen accountability across finance and organizational processes.

End-to-end process reviews and gap analysis
Identification of inefficiencies and quick wins
Cost reduction and resource optimization strategies
Internal controls assessment and enhancement
Creation of performance benchmarks and best practice guides

Corporate Growth Strategy

Defining and executing long-term strategies that align business goals, market opportunities, and financial performance to drive sustainable growth.

Market and competitor analysis
Vision and mission articulation
Strategic planning facilitation (goal-setting, SWOT, roadmaps)
Business model innovation and scenario planning
Leadership alignment and change management support

Government Contract Advisory

Guiding organizations through the complexities of government contracts to ensure compliance, cost recovery, and long-term funding sustainability.

ISDEAA contract and compact negotiation strategy
Contract Support Cost (CSC) calculation and documentation
Compliance with federal cost principles (2 CFR 200 and related guidance)
Indirect cost rate proposal development and negotiation

Strategic Funding & Grant Advisory

Maximizing success in securing and managing grants through strong strategy, compliance, and data-backed decision-making.

Funding opportunity assessment
Grant-readiness assessment and capacity building
Application strategy, writing, and project budgeting
Compliance planning and post-award monitoring
Return on effort (ROE) analysis and pursuit recommendations

Cross Functional Expertise

Our team blends finance, accounting, and operations experience to solve problems from every angle.

People First Approach

We design systems that work for your people—driving clarity, accountability, and long-term consistency.

Proven Results

From FP&A to transformation projects, our clients see measurable gains in efficiency and control.

Partnership That Lasts

We stay involved beyond strategy, ensuring every recommendation works in real-world execution.

"The Paid team has been able to meet and exceed our requirements...

They have gone above and beyond to make our lives easier in accounting. Paid is the first payroll service that I've worked with that creates journal entries for us. I don't know any other service that does that. No matter the transaction, Paid has your back."

Jocelyn R. Controller

"The Paid team not only helped us implement the system on a tight timeline, but...

their service was top notch; the training was intuitive, easy, and seamless for myself and my staff."

Amie H. HR Director

"They understand what our goals are...

and and that helps a lot. Our priority is to give our clients a good experience, and they get that at Paid."

Ben L. Founder & COO

"The Paid teams delivers even when the timeline is tight....

The team managed a challenging payroll window and still ensured every step was completed on time. Their patience and collaboration made the process smooth, dependable, and far less stressful for our internal team."

Terelie L. Accounting Supervisor