Advisory Services

Finance & Accounting Advisory

Build a solid, accurate financial foundation no matter what your future holds. Our experts help you address unique high-growth challenges, bridge resources gaps, improve financial data quality and deliver AI-powered insights to help you overcome obstacles and plan ahead.

• Operational Accounting: Get day-to-day financial support — managing transactions, tracking expenses, monitoring cash flow and accurate recordkeeping – for smoother operations and smarter decision-making.
• Technical Accounting & Reporting: Handle complex accounting and reporting requirements with accurate financial statements, compliance and transparency for stakeholders.
• Equity Management: Simplify your equity management from 409A valuations to meet IRS compliance to comprehensive equity accounting and administration.
• FP&A Services: Our team of experienced CFOs, controllers and FP&A specialists and top-rated technologies help you understand your current operations from multiple angles and chart a path to long-term financial growth.
• ERP Functional Support Services: When your ERP project stalls or fails during selection, planning or implementation, you can get stuck with a high-dollar investment and zero ROI. Get the support you need to rescue your project with pre-implementation advisory, chart of accounts design, interim finance staff or experts who can represent you during vendor discussions and pivotal decision points.

Deals

Taking on a big change — like buying, selling or going public — can be overwhelming. We help you organize your finances, review deals, stay compliant and position yourself to make the right decisions and maximize returns.

• Mergers & Acquisitions: We support you through every step of M&A lifecycle: structuring deals, earnings analysis, due diligence and purchase price allocation to get the most value and align strategic goals. We also offer post-deal support for smooth integration.
• IPO Readiness: Gear up to go public with comprehensive guidance. We help with financial reporting, compliance and strategic positioning to make the transition to the public market a success.
• Carve-Outs: We help with post-asset sale wind-ups, dispute resolution and finalizing business operations to maximize value and minimize disruption.

Strategy & Operations

When change is constant, transformation isn’t a choice — it’s essential. We help you focus on what matters, make confident decisions and set a clear path forward at every stage of your business. From strategy and growth, improving operations, strengthening your workforce or tapping into cloud-native technology and AI, we bring the expertise and the urgency you need to succeed.

• Core Strategy: Develop bold strategies to fuel growth, explore new markets and drive innovation through corporate planning, product development and business model transformation.
• Operational Improvement Consulting: Streamline operations, reduce costs and enhance client experiences with process improvement, supply chain optimization and strategic portfolio management.
• Tech Strategy Consulting: Design strategies and data frameworks for real-time insights. We offer AI consulting, software consulting and digital transformation support to help you build what’s next.
• Human Capital Advisory: Build a resilient workforce ready for any challenge with strategic workforce planning, talent management and change management to help your teams thrive.

Special Situations

When challenges or changes in leadership arise, we help you find stability and new paths forward. We simplify tough situations, guide you through big changes and turn setbacks into progress.

• Corporate Finance & Restructuring: Revitalize your business with strategies to improve cash flow, manage liquidity and improve performance. We assist with debt restructuring, negotiation and strategic assessments for long-term success.
• Forensic Accounting & Litigation Support: Gain clarity and confidence in legal or regulatory matters with expert forensic accounting and litigation support, offering critical financial analysis and insights.

For over 50 years, hundreds of finance leaders have trusted Armanino’s Advisory Services to drive growth, manage complex transactions, solve operational challenges and make smarter data-backed decisions.

With global expertise in reorganization, capital management and business process redesign, we are recognized as one of Inside Public Accounting’s Top 100 firms and deliver holistic, proactive solutions that create lasting impact.