Accredited Professional Accounting
and Financial
services.
YOUR TRUSTED PARTNER IN ACCOUNTING AND FINANCIAL SERVICES
We specialize in providing tailored solutions to businesses in the dynamic world of finance. With a team of experienced professionals, we navigate the complexities of the financial landscape to help our clients achieve their goals and minimize risk.
Mergers and Acquisitions (M&A) Advisory
We offer expert support through every stage of M&A transactions, from strategic planning to post-merger integration. Our team helps with identifying targets, conducting due diligence, negotiating terms, and structuring deals to enhance value and ensure a smooth transition.
Industry Research and Analysis
We provide insights into market trends, competitive dynamics, and emerging opportunities. Using industry reports, market data, and expert analysis, we help clients assess market conditions, spot growth opportunities, and make informed strategic decisions.
Management Consulting Services
Our consulting services focus on optimizing operations and driving growth. We address challenges and uncover opportunities, offering tailored solutions across strategy, operations, and finance to enhance organizational effectiveness and achieve long-term success.
Startup Advisory
We provide comprehensive pitch decks (following the BCG Framework), financial models, and fundraising strategies to help startups secure investment and navigate early growth stages effectively.
Financial Modeling and Analysis
We create customized financial models and conduct thorough analyses to aid decision-making. Our services include evaluating investment opportunities, forecasting performance, and providing insights to optimize financial outcomes.
Bookkeeping Services
We handle ERP and accounting software implementation, maintain accounting records, and manage monthly or periodic book closures. Additionally, we offer BI dashboard reporting for clear financial insights.
Bio
Jawad is a Chartered Accountant, member CFA Institute and KPMG alumnus with over 16 years of global experience across the US, UK, GCC, and Asia. He has worked for a both private and public listed corporations, private equity firms, and a boutique investment bank.
VISION OF CEO
We are committed to delivering top-tier professional services rooted in transparency, professionalism, and integrity. Our goal is to empower SMEs by connecting them with globally accredited offshore professionals, all under the supervision of seasoned U.S.-accredited experts. This approach bridges the gap between affordability and access to high-quality services without sacrificing excellence.
Navigate Your Financial Future With Us
Milestones
Globaltech Listing
Successfully facilitated the OTC listing of Globaltech Corporation, achieving a market capitalization of $300M
$30M Debt Financing
Secured debt financing for a $30M residential project in Chicago.
TMT Funding Support
Assisted several TMT sector startups and mature businesses across the U.S. and UK in securing funding and M&A process.
$200M Due Diligence
Conducted financial due diligence on several acquisition targets, enabling clients to negotiate favorable deals worth more than $200 million.
Attraq Integration
Led the successful financial integration of Attraq UK into Crownpeak Inc.
AI Project
Data Annotation Services to F100 company
Testimonials
How We’ve Made a Difference
Christien Louviere
Co-founder
Atlanta Metropolitan Area
I had the pleasure of working with Jawad and can confidently say he is an invaluable asset to any organization. His expertise in financial modeling, M&A due diligence, financial reporting, and corporate finance has been instrumental in enabling data-driven decision-making His attention to detail, strong work ethic, and collaborative approach make him a true leader in his field. I highly recommend him.
Walter Leicher
CEO
Atlanta Metropolitan Area
Jawad has demonstrated outstanding proficiency in harmonizing financial systems post-acquisition showcasing expertise in both US GAAP and IFRS standards in a cross-border transaction. His financial acumen and precise execution facilitated a smooth transition, enhancing efficiency and cost-effectiveness.
Tariq A.
CEO
Reno, Nevada, United States
Jawad is familiar with public filings in the United States. He knows GAAP accounting and the requirements of the Securities and Exchange Commission. He has converted financial statements to GAAP from overseas companies.
Kevin Nohl
Operations Leader
Greater Boston
Jawad is a skilled and experienced finance lead and project manager with outstanding communication and analytical skills. He has a great attitude and creative problem solving acumen. Would recommend him without reservation.
Gerald Perritt
Leadership Coach
Columbia, USA
During my short time working with Jawad, I found him to be responsive and detail oriented with impeccable follow-up. Jawad was working remotely from abroad at the time and, frankly, I would have never known. He was available whenever needed and sincerely cares about the outcomes of any project he is working on and the other departments those projects touch. It was a true pleasure working with him.
Wayne Arthur
CEO
Sydney, Australia
5/5 for all areas. I would very highly recommend Jawad and will certainly be working with him again!
Nayeem Hussain
2X Founder
Jawad helped us turn around our SEC reporting practices. He focused on people, process, and systems. Jawad was a pleasure to work with dove right in and embedded himself into our team. he was well liked and respected. Jawad often went above and beyond- working late and off-hours, especially when we were up against a filing deadline.
Wayne Arthur
Founder NURA
Jawad was attentive and did great work. Would work with again.
Dr Harpreet Singh
Founder Experfy
Superb understanding of complex financial concepts– outshining any CPA
Menashe Kestenbaum
Founder Glimmer
Jawad is a highly skilled CFO who thinks outside the box about finance. His communication skills are excellent; he is very personable and collaborative, and I enjoyed working with him would highly recommend!
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