Financial Services


An important ingredient in gaining a competitive advantage in business today is having the participation of an effective financial team.  While some businesses may have a solid in-house bookkeeper or accountant and a good outside CPA, getting well-rounded financial input on a wide range of topics frequently provides the edge needed in making decisions leading to higher profits and enhanced value.  In addition, new and emerging businesses require cost-effective solutions for accounting and bookkeeping needs. Foxwood’s advisors provide the expertise and skill sets that can complement company teams or bring value-added processes and services where needs exist.  Support may range from higher-level, project-based efforts to ongoing, CFO or controller-type relationships to bookkeeping/accounting services and training.  In any case, Foxwood’s goal is to support company owners and management with a focus that is strategically practical in nature and integrated with other key aspects of the company’s business.


 Foxwood Associates provides the following:

 Financial Management – Controller, Treasury and Banking Services

  • Create budgets, forecasts and projections to monitor progress toward goals
  • Prepare or review reporting to external parties
  • Manage cash flow
  • Design and implement accounting systems, procedures and controls
  • Design and implement financial reporting systems
  • Manage or assist with audits
  • Support monthly or periodic financial closes
  • Analyze financial trends and ratios
  • Review or manage banking relationships
  • Negotiate and assist in securing loans and lines of credit
  • Manage relationships with outside accountants, attorneys and investors
  • Recruit, train or supervise finance and administration staff

 New and Emerging Business Services

  • Assist with new business start-up activities – planning and budgeting
  • Provide financial management services
    • Cash flow management
    • Financial management training for non-financial people.
    • Lean accounting and office practices
    • Human resources issues
    • Financial and operations analysis
    • Provide accounting/ bookkeeping services
      • System set-up and training
      • Basic accounting functions – GL, A/R, A/P, payroll and reporting
      • Training for in-house staff
    • QuickBooks consulting – installation, development and training

  Strategic Growth and Management Advisory Services

  • Assist with creating well-defined, measurable goals
  • Develop financial strategies that compliment business objectives
  • Develop business drivers and key performance indicators
  • Forecast cash and financing needs
  • Analyze profitability of products, business lines and markets
  • Evaluate price structures and market position

 Merger, Acquisition, Sale and Due Diligence Services

  • Provide due diligence for any merger, acquisition or divestiture
  • Work with investment bankers, accountants, counsel or any outside parties
  • Provide planning for future transfer of business
  • Assist with valuation analysis

 Utilizing financial services provided by Foxwood Associates allows clients to focus on the things they do best while receiving high-quality, specialized financial and administrative support.


Building Value & Driving Profit…through Financial Services.

Foxwood Advisors:

Bob Pfeil

Tom Feld