Finance Operations
Finance Operations Support for Accounting & Corporate Finance Firms
Strengthening delivery capacity, improving reporting quality, and supporting transaction execution for professional finance and advisory firms.
Centralized delivery powered by our purpose-built Delivery & Technology Enablement Center.
Finance Operations
Overview
Accounting firms, corporate finance practices, and transaction advisory teams often operate in high-pressure environments where deadlines are tight, documentation must be flawless, and financial analysis needs to be both accurate and insight-driven.
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​However, these firms also face recurring operational challenges:
Workload peaks that strain internal capacity
Tight deadlines for audits, reviews, valuations, and transactions
Extensive documentation and reporting requirements
Multiple client engagements running simultaneously
Heavy reliance on Excel and manual data preparation
The need for fast, error-free financial analysis
ACS SYNERGY supports accounting and corporate finance advisors with specialized finance operations support, enabling firms to scale delivery, improve turnaround time, and enhance reporting accuracy without expanding internal teams.
Building on our strong shared-services foundation, we help firms deliver consistently and confidently — whether for recurring accounting assignments, valuation engagements, or transaction deliverables.
Accounting & Bookkeeping Support
Reliable recurring accounting support for firms managing multi-client portfolios.
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Professional accounting firms experience uneven workload cycles, growing client rosters, and increasing reporting complexity. Our support model provides the execution bandwidth needed to maintain accuracy, consistency, and timelines across all client files.
Our support includes:
Complete Bookkeeping Execution for Client Files
​We manage AR, AP, journals, reconciliations, month-end tasks, and supporting schedules across multiple clients.
VAT/GST/Tax Working Schedules
We prepare reconciliations and documentation supporting tax filings (localization done per client location).
Working Papers, Schedules & Supporting Documentation
We prepare client-ready schedules including bank reconciliations, accruals, prepayments, fixed assets, payroll summaries, and trial balance tie-outs.
Review-Ready Financial Statements (Drafts)
We produce draft financials, management accounts, and supporting notes for review by your senior team.
Process Discipline & SOP Compliance
Work is executed in alignment with your firm’s SOPs, checklists, and documentation standards — ensuring consistency across your portfolio.
This provides firms with scalability without compromising quality or accountability.
Valuation & Financial Modeling Support
Transaction-ready modeling and valuation support for corporate finance advisors.
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Corporate finance advisors rely on accurate, well-structured financial models and valuation schedules. Our team supports firms with the analytics and modeling execution required for investment evaluations, business valuations, feasibility assessments, and board presentations.
Our support includes:
Three-Statement Financial Models
We build integrated income statement, balance sheet, and cash-flow models suitable for valuations, planning, and transactions.
Sensitivity & Scenario Analysis
We run multi-variable sensitivities and scenario logic to support risk assessment and valuation range creation.
Valuation Models (DCF, Multiples, Transaction Comparables)
We prepare valuation models with clear assumptions, sensitivities, and summary outputs tailored to your firm’s requirements.
Forecasting, Business Plans & Feasibility Schedules
​We assist advisors in preparing financial projections, scenario analyses, and key business planning inputs.
Data Cleansing & Financial Analysis
We structure historical financials, normalize figures, analyze trends, and prepare financial highlights for valuation engagements.
Our modeling work is structured, transparent, and delivered in advisor-friendly formats that can be directly incorporated into valuation reports.
IPO & Transaction Packs for Advisors
Transaction-ready modeling and valuation support for corporate finance advisors.
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Corporate finance advisors rely on accurate, well-structured financial models and valuation schedules. Our team supports firms with the analytics and modeling execution required for investment evaluations, business valuations, feasibility assessments, and board presentations.
Our support includes:
Investor & Transaction Fact Packs
We prepare concise, professional packs summarizing historical performance, forecast results, KPIs, cash-flow trends, and valuation logic.
Data Room Preparation
We organize financial documentation, schedules, and reconciliations for inclusion in secure virtual data rooms.
Financial Due-Diligence Schedules
We develop supporting schedules and reconciliations required for buyer or investor due diligence.
IPO Financial Documentation (Draft Sections)
​We assist with preparing draft financial tables, management commentary, ratios, segment analysis, and other sections needed for early-stage IPO preparation.
Management Reports & Board Materials
We prepare analysis-ready board presentations, pitch-deck financials, and summary dashboards for investor meetings.
This enables corporate finance teams to focus on deal strategy and client communication while we manage the structured financial work behind each engagement.
Why Firms Choose ACS SYNERGY
Dedicated delivery capacity for recurring accounting & transaction work
Standardized documentation and working-paper quality
Excellent Excel, modeling, and analytical skill set
Rapid turnaround with predictable service levels
Confidentiality, data governance, and process discipline
Ability to support multiple partners and engagement teams simultaneously
Technology-enabled workflows and centralized delivery
Experience supporting accountants, valuation advisors, and corporate finance practices
