Markets Served

Serving Organizations Sponsored By:
Organizations Sponsored by its Owner / Entrepreneur / Board Member

Some enterprise Owners / Entrepreneurs / Board Members recognize the need for routine financial and operational disciplines, structured processes, systems and controls in connection with the efficient, effective and profitable, ongoing management of their enterprise.

Such leaders clearly understand the value and critical importance of timely, accurate, complete, consistent and relevant financial and operational information---getting the right information to the right people, at the right time.

In such situations, enterprise leadership may be intent on following a business strategy whereby the organization is tasked to focus on driving revenue-generation, delivering high-quality customer service, and achieving appropriate, risk-adjusted profitability---leaving the bookkeeping, financial management, reporting, systems support, and other back-office functions to outside professionals.

Multi-entity organizations often require similar services.  Examples of organizations that may have Investments in multiple organizations / enterprises, include:
  • Holding Companies
  • Master Limited Partnerships (MLPs)
  • Family Limited Partnerships (FLPs)
The Bookkeeping & Financial Management Services provided by EPM Associates are engineered to satisfy such requirements.

Organizations Sponsored by a Private Equity Fund or Venture Capital Fund

PE or VC firms that have made, or are contemplating, an equity or debt investment in an enterprise, routinely require competent and timely financial and operations reporting to facilitate ongoing management and monitoring of the enterprise in which they have made their investment.

Further, such firms have a significant, vested interest in assuring that appropriate processes, systems and control disciplines are in place and functioning, as intended---thus significantly reducing a key aspect of financial and operational risk that might otherwise be associated with their investment.

The Bookkeeping & Financial Management Services provided by EPM Associates are engineered to satisfy such requirements.

Organizations Sponsored by a Financial Institution (e.g., Commercial Bank, Lender or Trust)

Financial Institutions have requirements that are similar to those of Private Equity or Venture Capital firms.

The Bookkeeping & Financial Management Services provided by EPM Associates are engineered to satisfy such requirements.

Organizations Sponsored by a CPA / Audit / Tax Firm

CPA / Audit / Tax firms require certain, specific financial information from their client organizations in order to render competent services, including (for example):  tax planning and preparation;  financial statement compilations;  financial statement reviews;  financial statement audits;  SOX compliance audits;  appraisal and valuation services;  etc.

Often, client-prepared financial information is inadequate in one or more significant respects---requiring certain interventions by the CPA / Audit / Tax firm before the primary service may be competently and cost-effectively rendered.

These interventions are often rendered after-the-fact of the originating transactions---making required remediations frustrating and time-consuming to complete, for all concerned.

Further, the firm is often not in a position to render the needed interventions on an efficient and cost-effective basis (i.e., not the firm's primary service offering / area of chosen competence).

Finally, too much involvement by the firm, in rendering such intervention services to the firm's client, may impair the firm's required independence with respect to the client's financial information.

The Bookkeeping & Financial Management Services provided by EPM Associates are engineered to address these challenges on a structured, disciplined, proactive and cost-effective basis.

CPA / Audit / Tax firms may expect the overall profitability of their mainstream services to be significantly improved in situations where EPM Associates is engaged with their sponsored client, on an ongoing basis.


Financial Management . . .
Enterprise Performance Management
Measuring to Manage
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( Not a CPA Firm )
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