strategic partner of your business

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Gil de Luna  assists businesses in strengthening their finance operations by improving transparency, information integrity and governance to help build and maintain stakeholder trust. We support efforts to apply financial discipline to increase profitability and drive business insights.

Through strategic planning, we offer personalized services based on your individual needs, requirements, and goals. We follow up with our clients regularly to ensure that corrective measures are successfully implemented.

In this fast-paced and ultra-competitive corporate world that we live in, companies struggle to keep a watchful eye on every asset, liability, revenue, and expense line item. That is why we specialize in both the analytical review and risk assessment of every element of your business.

We provide a vigilant eye with weekly, monthly, quarterly, and yearly analysis and review of your business so you can allocate your time toward the growth and operation of your company. We provide rapid notice about any questionable changes or variances based on thresholds we have developed so that potential problems may be handled immediately.

When you are ready to expand your business or are considering moving on, due diligence into finances and the market is key to a successful transaction. We will partner with you to provide the analysis needed to identify challenges, risks and opportunities to ensure that you have strength  in any negotiation.

• Buy-Side M&A. Analysis on the competitive landscape and your company’s current position to assess opportunities and future value-drivers. Identifies targets with product lines, service offerings, facilities or geographical footprints relative to your organization. 

• Exit Strategy. Preparation for your business before an interested party appears. A secure financial strategy, including exit golas, price targets and timelines, that optimize financial and leadership conditions to maximize exit value.

Knowing where you stand helps you assess which areas require improvement. A fractional CFO will help you uncover your organization’s needs and implement strategies and best practices to optimize your financials. 

• Gap Analysis. Identify competitive differentiators and competencies that need development, conduct SWOT analysis and uncover gaps to develop a strategic roadmap that will set your business up for success.
• Benchmarking. Identify how your internal standards compare to those of others in your industry by comparing KPIs, cost structure and financial ROI. Use this information to improve performance and gain a competitive advantage in the market. 
• Cost Reduction. Reduce costs and increase cash flow by improving business processes and refining supply chain management. Implement strategies to optimize spending efficiency and to increase profit or return. 
• System & Process Review. Identify solutions to streamline your organization’s finance and accounting systems and processes by focusing on the biggest risks and improvement opportunities. 

Whether you have been in business for one year or twenty, commitment to strategic planning assures your stakeholders and investors that all actions uphold the company goals and direction. We will help validate your ideas and position your business on the right track. 

• Business Roadmap & Planning.  Outline of where your business is heading and how will measure success. Set your priorities with in-depth SWOT analyses, resource reviews, and goal and milestone development. 
• Strategic Vision. Establishment of  financial discipline to your strategic planning. Ensures that key operational and financial questions are considered so you can deliver on your future business goals.
• Go-to-Market Strategy. Key to scalable growth though new business models, channels, verticals or customer segments. Assesses the competition, determines growth strategy and creates financial forecast to successfully launch.
• 5-Year Plan. Outline concrete milestones, strategic discussions and financial projections to reach your long-term qualitative and quantitative business objectives. 
• Turnaround Strategy. Preservation of business value and the improvement of results by stabilizing your finances and operations. Define your new future with cost reductions, revenue opportunities and ongoing liquidity management.

The way potential and existing employees, investors and stakeholders view your business can have a profound impact on your ability to grow. Allow us to ensure you make the right strategic decisions for your short- and long-term operations while getting the best value from your investments. 

• Investor Relations. Management of your liaison strategy with current or prospective investors as well as other stakeholders. Centralizes communications around your financial data and business strategy through the tight coordination of executive, accounting and legal teams.
• Compensation Strategy. Attraction and retainment of high-quality talent by developing compelling compensation packages. Enhance company performance while managing costs with a compensation strategy that considers forecasts, fits in your budget and clearly outlines performance targets.  

Full Charge Bookkeeping

End-to-end management of your accounting needs through full charge bookkeeping services will allow you to: 

• Rest assured knowing an expert is handling the day-to-day
• Focus on growth and the optimization of other value-add business units
• Renew your confidence around your company’s finances
• Increase transparency and accountability 

Services include: Accounts Payable, Accounts Receivable, Payroll, Reporting, Reconciliation, Cash Flow Management

Financial Controller Leadership

Services include: Accounting Team Management, Inventory Accounting, Revenue Recognition, Establishing Formal Financial Procedures, and Month-End Close.

Budgeting & Forecasting. 

Achievement of your goals by planning ahead and constant decision-making based on recent performance.

Services include: Budget Creation, Budget Variance Analysis, Monthly Updates & Outlook, Forecasting, Annual Planning, Cash Flow Forecast

Business Analysis. 

Powerful Insights for a profitable and competitive edge.

Services include: Key Driver Analysis, Profitability Analysis and Pricing analysis.

Business Process Optimization.

Creation of value, reduction of waste and mitigation of risks.

Services include: Accounting & Controls Optimization & Process Model Optimization.