CONSULTING & ADVISORY

GROW WITH CONFIDENCE

CONSULTING & ADVISORY
SERVICES

Whether you want to reduce costs, improve internal controls,
or simply look for better ways to manage your growing business,
Cordia Partners provides real-world strategies to help navigate
the challenges facing your business today and tomorrow.

DELIVERING INDUSTRY BEST PRACTICES TO
TRANSFORM THE WAY YOU DO BUSINESS.

Finance Department Diagnostic

Our accounting and finance department diagnostic  assessment identifies opportunities for your finance organization to increase its effectiveness, efficiency, and provide better support to the organization’s operations. We evaluate your existing staffing structure and capabilities, processes, and the related technology environment and identify opportunities to improve your process efficiency and quality through process redesign and effective use of technology.

Policies and Procedures & Internal
Control Design and Documentation

Cordia can assist organizations with the design and documentation of policies and procedures and supporting internal controls.

  • Process flowchart documentation
  • Documentation of key internal controls and
    control points
  • Written desk procedures detailing specific job
    responsibilities of finance department personnel
  • Policy and procedure manuals.

Financial Planning & Analysis

Accurate financial statements are a minimum requirement for monitoring the results of operations, financial position, and cash flows. Running your business based on financial statements alone means you may not have enough information about what has happened or why. Cordia can help you transform information into knowledge, and knowledge into actionable insights.

  • Forecasting
  • Reporting
  • Decision Support
  • Budgeting and Planning
  • Variance Analysis

Business Performance Improvement
& Process Redesign

Cordia professionals work with you to implement solutions identified during our diagnostic assessment.

  • Business-driven – focused on aligning technology and process with the desired business outcome
  • Industry-specific – rooted in best practices to improve competitive advantage in your industry
  •  Focused on outcomes – delivering quick wins and measurable results to the bottom line
  • Mitigate risks – understanding the role of process and controls in reducing overall risk while driving transparency for key business stakeholders

Serving Government contractors

Government contracting creates significant opportunities for many companies, but the regulatory environment can present challenges, particularly for small and mid-market contractors.Navigating this regulatory environment while managing isk during contract performance will determine your firm’s profitability and ultimately the success of your organization.

Aligning People, Processes & Technology

Financial Remediation Services & Audit Preparation

Regardless of whether your organization is large or small your accounting function has likely faced challenges such as high turnover, inexperienced staff, or lack of sound internal controls and processes. Any of these issues can impact the performance of your finance department operations and cause delays in the closing process, and errors in recording historical transactions. Cordia has extensive experience helping organizations clean up historical accounting records and reconciling key control accounts through the current period. In addition, if your organization requires a financial audit, our professionals will manage the entire audit process including preparation of audit schedules and interfacing with external auditors.

Serving Non-profit Organizations

Non-profit organizations play an essential role in our communities and economy, filling the gap between the private sector and government services. At the same time, non-profit leaders face increasing pressure to deliver greater mission impact at lower cost. The experienced professionals at Cordia help organizations meet these expectations with practical ideas that are focused on your needs.

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