About Upper Valley Financial Consulting

 

We Deliver Financial Management Power

Upper Valley Financial Consulting offers a powerful combination of a full range of corporate financial management advise and counsel and advanced experience in installing and updating financial software systems and integrating them with proprietary financial data systems.

From setting up accounting teams to installing the latest financial software to performing regular financial reporting…we deliver experience and competency.

The company is led by Jeff Gullang, CPA and business leader with deep technology and operational expertise in accounting and finance.

Our Added Value

✓ We develop and manage complete AP, AR and Gl teams.
✓ We create and manage forecasting systems tying together multiple locations.
✓ We manage finance and accounting staffs in an environment of rapidly growing sales.
✓ We resolve state and federal unpaid taxes.
✓ We effectively manage all financial close activities, on a monthly, annual and audit schedule.
✓ We evaluate a wide range of financial software and carefully fit the final choice to the specific organizational
✓ We pull together decentralized financial management functions into single, carefully staffed team.
✓ We plan and present training in various aspects of financial management to new senior managers.
✓ We create financial plans to effectively land funding for both startup organizations and growing companies.

Systems and Accounting Expertise

❂ ERP/Software selection
❂ ERP/ Software documentation
❂ ERP/ Software optimization
❂ NetSuite/One World
❂ QuickBooks
❂ MS Dynamics Great Plains
❂ SAP (FICO, COPA, BPC)
❂ Box, Dropbox, Google Drive
❂ M&A and Integration
❂ Policy Creation/Management
❂ Audit/Internal Audit
❂ Inventory Management

Past Clients

❂ Syncreon International Group
Private logistics and supply chain company

❂ Five Cubits, Inc.
Private SaaS Company

❂ Whittman-Hart
Public company delivering professional services, website design and media consulting.

❂ Profile Food Ingredients
Products and services that help our customers with custom blending or food, dessert, and formula development.

 

 

 

 

 

 

 

 

 

 
 
 
 
 

Financial Management Project Inquiry