Financial Ops

Bridgepoint Consulting provides extensive experience in a variety of roles and functions
to assist organizations with accounting and financial operations. Our team of highly
qualified professionals has expertise that covers the gamut of both strategic and
tactical situationsacrossmanyindustries.FromCFO-leveltogeneralaccountingroles,
Bridgepoint professionals can quickly augment the needs of an organization. While
some companies rely on our senior-level professionals to be an integral team member
to execute leading practices, others simply need assistance with tactical matters such
as transaction processing, analysis and financial reporting.
Financial Operations & Reporting
There are a broad range of roles and
functions in which Bridgepoint can help:
Interim or Part-Time Roles
•	 CFO, VP of Finance
•	 Controller
•	 Accounting Manager*
•	 SEC Reporting Manager
•	 Senior Accountant*
•	 Cost Accountant*
•	 Financial Analyst
•	 Full Charge Bookkeeper
General Accounting* Functions
•	 Revenue Recognition
•	 Account Reconciliation
•	 Consolidation
•	 Budgeting, Planning and Forecasting
•	 Cash Management
•	 Cost Accounting* Analysis
•	 Sarbanes-Oxley Documentation and Testing
•	 Accounting* for Equity Based Compensation
•	 Earnings per Share Calculation
•	 Process Improvement Functions
•	 Business Process Analysis
•	 Accounting System Optimization
Process Mapping
•	 Policy and Procedure Development
•	 Accounting Software Selection
•	 QuickBooks Setup and Training
•	 Payroll System Implementation Assistance
•	 Project Management
SEC & GAAP
•	 Pre-filing reviews of 10-Ks and 10-Qs
•	 Initial Public Offering Assistance
•	 Preparation or review of MD&As
•	 Assistance in responding to SEC comment letters
•	 Revenue Restatement Assistance
•	 IFRS – International Financial Reporting Standards
Let Bridgepoint extend your reach.
On-Demand Finance Professionals – For start-ups, we serve as a bridge by providing
part-time CFOs or accountants until activity levels justify full-time, dedicated support.
For more established companies, our seasoned professionals are ready to bridge the gap for
a variety of situations, such as an accounting system implementation, an unexpected
resignation, medical leave, audit preparation or the need for expertise on special projects,
such as reporting the results of an acquisition or a new joint venture.
Transaction Services – Mergers, acquisitions and divestitures can create a temporary spike
of work when most companies do not have spare resources available. Our team supports
businesses on multiple fronts, on matters such as due diligence, purchase price allocations,
and post-transaction integration of processes and key systems.
Technical Accounting* Services – The Sarbanes-Oxley Act has forever changed the audit
world. Auditors are limited in providing GAAP advice or offering direction on how a new or
unique transaction should be handled. Bridgepoint fills the void left by the auditors by supply-
ing on-demand accounting expertise. Our professionals have extensive experience in critical
reporting issues and compliance with many accounting standards.
The Bridgepoint advantage is clear.
DemonstratedExpertise.Wehaveamulti-disciplineteamwithbroadindustry
andregulatoryexpertiseinallfacetsoffinanceandaccountingtoachieveoptimum
results.Ourprofessionalshaveexceptionalcredentials—fromCPAsandCFEsto
certified IT professionals. They possess countless years of hands-on experiences
from hundreds of different projects and scenarios.
Proven Approach. Bridgepoint applies leading practices and methodologies
to achieve success. We create a collaborative relationship with our clients to
flexibly blend our expertise and your knowledge to achieve your goals. Whether
your organization needs us to fulfill an interim role or a long-term project, we
add value where needed.
Measurable Results. We are results-driven to provide optimal outcomes for
ourclients.Whetherimplementinganewbillingsystemorhelpingprepareforan
IPO, we work with you to deliver the best possible outcomes.
Gaps in resources or specialized expertise?
Assess Situation
•	Conduct project scope meeting to identify client needs
•	Outline project expectations
•	Execute statement of work
Identify Best Resources
•	Identify consultant/s with relevant industry
and technical expertise
•	 Team member introduction
•	Confirm scope and share expectations
Execution
•	Provide short- or long-term client services
•	On-going communication and feedback
Completion
•	Client feedback
•	Measure results
•	Additional recommendations to client
Corporate Headquarters
6300 Bridgepoint Parkway
Building I, Suite 575, Austin, Texas 78730
call 512 437-7900
BridgepointConsulting.com
©Bridgepoint Consulting 2012
Austin Dallas Houston
Engagement Process Made Easy
Let us extend your reach. Contact Bridgepoint today for more information
on how we can bridge your resource gaps or provide strategic project services.
Bridgepoint Consulting is a leading Texas-based professional services firm that provides strategic services and
highly qualified professionals to solve complex financial, management and technology challenges. Since 1999,
we’ve been helping executives and management teams reduce their business and operational risks, bridge resource
gaps and improve overall performance. Whether an organization needs interim or permanent expertise to improve
infrastructure and processes, or strategic management of a major transition or transaction, Bridgepoint’s team
of qualified professionals can help.
Based on experience with hundreds of clients and thousands of projects,
we have a proven approach to our engagement process to ensure we
provide the best resources so that our clients get optimal results.
Example: Sports Entertainment Company – Bridgepoint was hired to assist privately held company that was constructing
a world class multi-purpose sports and entertainment facility with anticipated revenues over $100MM after its first year of
operations. The company had an urgent need for accounting and financial expertise and lacked the internal resources needed to
accomplish many competing priorities in a very short period of time. Initially engaged to prepare for the initial financial audit,
Bridgepoint was soon acting as FP&A Director as well as Interim Controller and led efforts to get many operational aspects of
the business up and running, including:
•	 Handled due diligence requests from lenders to generate capital needed to complete construction and fund working
capital requirements.
•	 Established financial and operational policies and procedures in addition to establishing important internal controls.
•	 Created financial statements and footnotes for financial audit and responsible for successful completion of its initial audit.
•	 Recommended and implemented a new budget and reporting structure for the company encompassing over seven
distinct segments of the business.
•	 AssessedrequirementsandalternativeplanstoselectandimplementanewaccountingsystemaswellasotherlinkedITsystems.
•	 Managed the efforts of three members of the accounting/finance department.
*Certified public accounting and audit services provided by our affiliate Smith, Patterson & Johnson, PLLC.

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Financial Ops

  • 1. Bridgepoint Consulting provides extensive experience in a variety of roles and functions to assist organizations with accounting and financial operations. Our team of highly qualified professionals has expertise that covers the gamut of both strategic and tactical situationsacrossmanyindustries.FromCFO-leveltogeneralaccountingroles, Bridgepoint professionals can quickly augment the needs of an organization. While some companies rely on our senior-level professionals to be an integral team member to execute leading practices, others simply need assistance with tactical matters such as transaction processing, analysis and financial reporting. Financial Operations & Reporting There are a broad range of roles and functions in which Bridgepoint can help: Interim or Part-Time Roles • CFO, VP of Finance • Controller • Accounting Manager* • SEC Reporting Manager • Senior Accountant* • Cost Accountant* • Financial Analyst • Full Charge Bookkeeper General Accounting* Functions • Revenue Recognition • Account Reconciliation • Consolidation • Budgeting, Planning and Forecasting • Cash Management • Cost Accounting* Analysis • Sarbanes-Oxley Documentation and Testing • Accounting* for Equity Based Compensation • Earnings per Share Calculation • Process Improvement Functions • Business Process Analysis • Accounting System Optimization Process Mapping • Policy and Procedure Development • Accounting Software Selection • QuickBooks Setup and Training • Payroll System Implementation Assistance • Project Management SEC & GAAP • Pre-filing reviews of 10-Ks and 10-Qs • Initial Public Offering Assistance • Preparation or review of MD&As • Assistance in responding to SEC comment letters • Revenue Restatement Assistance • IFRS – International Financial Reporting Standards Let Bridgepoint extend your reach. On-Demand Finance Professionals – For start-ups, we serve as a bridge by providing part-time CFOs or accountants until activity levels justify full-time, dedicated support. For more established companies, our seasoned professionals are ready to bridge the gap for a variety of situations, such as an accounting system implementation, an unexpected resignation, medical leave, audit preparation or the need for expertise on special projects, such as reporting the results of an acquisition or a new joint venture. Transaction Services – Mergers, acquisitions and divestitures can create a temporary spike of work when most companies do not have spare resources available. Our team supports businesses on multiple fronts, on matters such as due diligence, purchase price allocations, and post-transaction integration of processes and key systems. Technical Accounting* Services – The Sarbanes-Oxley Act has forever changed the audit world. Auditors are limited in providing GAAP advice or offering direction on how a new or unique transaction should be handled. Bridgepoint fills the void left by the auditors by supply- ing on-demand accounting expertise. Our professionals have extensive experience in critical reporting issues and compliance with many accounting standards. The Bridgepoint advantage is clear. DemonstratedExpertise.Wehaveamulti-disciplineteamwithbroadindustry andregulatoryexpertiseinallfacetsoffinanceandaccountingtoachieveoptimum results.Ourprofessionalshaveexceptionalcredentials—fromCPAsandCFEsto certified IT professionals. They possess countless years of hands-on experiences from hundreds of different projects and scenarios. Proven Approach. Bridgepoint applies leading practices and methodologies to achieve success. We create a collaborative relationship with our clients to flexibly blend our expertise and your knowledge to achieve your goals. Whether your organization needs us to fulfill an interim role or a long-term project, we add value where needed. Measurable Results. We are results-driven to provide optimal outcomes for ourclients.Whetherimplementinganewbillingsystemorhelpingprepareforan IPO, we work with you to deliver the best possible outcomes. Gaps in resources or specialized expertise?
  • 2. Assess Situation • Conduct project scope meeting to identify client needs • Outline project expectations • Execute statement of work Identify Best Resources • Identify consultant/s with relevant industry and technical expertise • Team member introduction • Confirm scope and share expectations Execution • Provide short- or long-term client services • On-going communication and feedback Completion • Client feedback • Measure results • Additional recommendations to client Corporate Headquarters 6300 Bridgepoint Parkway Building I, Suite 575, Austin, Texas 78730 call 512 437-7900 BridgepointConsulting.com ©Bridgepoint Consulting 2012 Austin Dallas Houston Engagement Process Made Easy Let us extend your reach. Contact Bridgepoint today for more information on how we can bridge your resource gaps or provide strategic project services. Bridgepoint Consulting is a leading Texas-based professional services firm that provides strategic services and highly qualified professionals to solve complex financial, management and technology challenges. Since 1999, we’ve been helping executives and management teams reduce their business and operational risks, bridge resource gaps and improve overall performance. Whether an organization needs interim or permanent expertise to improve infrastructure and processes, or strategic management of a major transition or transaction, Bridgepoint’s team of qualified professionals can help. Based on experience with hundreds of clients and thousands of projects, we have a proven approach to our engagement process to ensure we provide the best resources so that our clients get optimal results. Example: Sports Entertainment Company – Bridgepoint was hired to assist privately held company that was constructing a world class multi-purpose sports and entertainment facility with anticipated revenues over $100MM after its first year of operations. The company had an urgent need for accounting and financial expertise and lacked the internal resources needed to accomplish many competing priorities in a very short period of time. Initially engaged to prepare for the initial financial audit, Bridgepoint was soon acting as FP&A Director as well as Interim Controller and led efforts to get many operational aspects of the business up and running, including: • Handled due diligence requests from lenders to generate capital needed to complete construction and fund working capital requirements. • Established financial and operational policies and procedures in addition to establishing important internal controls. • Created financial statements and footnotes for financial audit and responsible for successful completion of its initial audit. • Recommended and implemented a new budget and reporting structure for the company encompassing over seven distinct segments of the business. • AssessedrequirementsandalternativeplanstoselectandimplementanewaccountingsystemaswellasotherlinkedITsystems. • Managed the efforts of three members of the accounting/finance department. *Certified public accounting and audit services provided by our affiliate Smith, Patterson & Johnson, PLLC.