CLOs on the Move


 
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Qualitas Consulting Group

Qualitas is a full-service consulting firm dedicated to quality results for our clients. We provide expert advice and technical support for business processes and tools, especially Contract Lifecycle Management (CLM) and Enterprise Legal Management (ELM) solutions. We are passionate about helping our clients achieve long‑lasting success, and we are proud to be a woman-owned business.

A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?

InteLogix

We are a trusted leader in providing integrated solutions, leveraging cutting-edge technology to deliver exceptional customer experiences. With a dedicated team and a commitment to excellence, we are redefining industry standards and creating a brighter future for our clients and their customers. Our mission is to make lives better. We engage, listen, and resolve consumer concerns and obligations with empathy and innovation. We advocate for our clients brands and reputations as our own. Follow us, and discover the power of InteLogix.

InterWest Insurance Services

InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.

BDO in India

BDO is a leading professional services organisation and are global leaders of the mid-tier. Operating in over 166 countries, our team of over 115,600 multi-functional experts work to provide business advice, that is driven by practical experience and up-to-date knowledge. With an objective of delivering an exceptional experience to each of our clients, we are continuously embracing newer technologies and approaches to deliver solutions that are best suited to address current business needs, as much as being future-ready. We are proud to be a people-powered business that focuses on deriving value through innovation and strong people relations. BDO India, is a key member of the global BDO organisation, employing over 9500 professionals across 18 offices in 12 key cities - Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Delhi NCR, Goa, Hyderabad, Kochi, Kolkata, Mumbai and Pune. We offer Assurance, Tax, Advisory, Business Services & Outsourcing, and Digital Services to both domestic and international clients across a range of industries. With an inherent culture of putting people first, we demonstrate our true purpose of being an organisation of People Helping People.