GHJ enabled an ambulatory surgery center to expand its mission by providing expertise that exceeded expectations and facilitated strategic growth. Highlights: Developed a detailed three statement forecast to align with the client’s expansion plans Prepared a comprehensive investor and lender deck that addressed potential concerns and showcased the clien [...]

GHJ offers a personalized approach that ensures clients find the right solutions for their unique circumstances.HIGHLIGHTSBecame a one-stop shop and trusted advisor for all things tax for the clientAddressed complex issues, including transfer pricing and tax controversy, while exceeding tight deadlines and improving client satisfactionDemonstrated superior service and [...]

GHJ's personalized approach ensures clients are set up for success.HIGHLIGHTSOptimized the company’s financial reporting Made industry connections, which helped the company grow and inform their annual strategic plans BACKGROUNDFresca Foods is a manufacturer and innovation partner to food companies. Fresca Foods’ audits were originally performed by a CPA fir [...]

GHJ’s personalized approach empowers philanthropic organizations to navigate complex financial landscapes and achieve compliance.HIGHLIGHTS:10-year relationship built on mutual trust and through the provision of high-quality audit and tax services to multiple private foundationsEnhanced operational efficiency through education on new accounting pronouncements and indu [...]

When a producer explored selling their profit participation interests in a hit television series, GHJ delivered expert valuation and scenario-based analysis that uncovered hidden value, strengthened the producer’s negotiating position and resulted in additional value.  HIGHLIGHTSPerformed a Discounted Cash Flow (DCF) analysis to estimate the value of th [...]

GHJ played a pivotal role in the merger that united two global entertainment leaders and positioned both entities for significant growth.  HIGHLIGHTS: Seamless collaboration between multiple service lines to successfully support a complex merger and future growth Streamlined operational structure to support tax planning and optimize tax strategies Impro [...]

Blueprint CFO played a role in protecting millions in imports and avoiding costly tariffs for this produce company in California. BACKGROUNDA California-based produce distributor faced uncertainty after a new Presidential Executive Order imposed a 10% tariff on a wide range of imported goods, with higher rates for countries listed in “Annex I.” Although the compa [...]

Blueprint CFO helped a major Sonoma winery turn $150K monthly losses into $1.8M annual savings through data-driven financial insights. BACKGROUNDA major Sonoma winery with $50 million in annual sales was hit hard during the Great Recession. Falling wine prices and reduced consumer spending caused sales to plummet, and the business was losing $150K every month. Wi [...]

This 150-person company found financial clarity, accountability and sustainable growth under Blueprint CFO’s guidance.BACKGROUND A large consumer products company with 150 employees had been operating without a CFO for over a year. With no one overseeing the financial functions, there was no budget in place and no financial controls. Each department was making pu [...]

Blueprint CFO assisted a manufacturer in receiving the clarity it needed to sell for $30 million.BACKGROUND A manufacturing company was ready to sell, but its financials told a different story. With no real accounting system in place, the CFO’s books were a mess. They were using an order management tool to process sales, but it didn’t connect to any accounting so [...]