Professional Services

Let’s streamline and redefine your firm. In-depth knowledge, experience, and a dash of daring go a long way.

Featured Thinking

Lending Embark’s Secret Sauce to the Professional Services Industry

Professional Services solutions

Embark provides a wide range of services for the Professional Services industry, including:

Financial Reporting & Advisory

Complex Transaction Analysis & Advisory
Financial Audit Support & Readiness
Process Optimization
Clean Up
Finance & Operations Team Continuity
Outsourced Financial Reporting
Valuation
Internal Audit and Controls
Finance Transformation
Analytics & Automation

Data Analytics & Automation

Automation
Data Visualization
Advanced Analytics
Data Infrastructure

Office of the CFO Services

CFO Services (interim/fractional CFO service, capital raising)
FP&A
Treasury
Finance Transformation

Outsourcing & Team Continuity

Finance & Operations Team Continuity
FP&A Team Continuity
Interim CFO Services
Fractional CFO Services
Outsourced Financial Reporting
Outsourced FP&A

M&A Activity

Pre-Transaction Diligence
Acquisition Execution
Post-Transaction Support
Optimization and Growth
Exit: Sale, IPO, Divestiture

Digital Transformation

Technology Enablement
Project & Change Management
Data Analytics & Automation

Project & Change Management

Project/Program Management
Governance Planning and Design
Stakeholder and Change Impact Analysis
Organizational Readiness
Training Design, Development, Delivery
Knowledge Management
Strategic Planning and Roadmapping

Human Capital Transformation

Strategic Planning and Roadmap Development
Operating Model Optimization
Technology Enablement
Transactions Strategy & Support
PMO & Change Management
Data Analytics & Automation
Finance, IT & Operations Alignment
HR System Implementation and Ongoing Support

ESG & Sustainability

Reporting Readiness & Gap Assessment
CSRD/ESRS
SEC Climate-Related Disclosures
Double Materiality Assessment
Green House Gas (GHG) Reporting & Compliance
Emissions Reporting
Report & Disclosures Preparation
Process Design, Documentation, & Optimization
Data Collection, Mapping, & Analysis
Technology Enablement and Implementation
Project & Change Management

Don’t be ordinary—industry leaders to elevate client service and the bottom line.

We know professional services because we are professional services

To state the obvious, we’re a professional services firm. And a successful one at that. We have the operational cheat codes and are more than willing to share.

Deliver the kind of client service that builds lasting relationships

Client experience is everything. We'll work with you to optimize processes that improve interactions and drive loyalty and growth.

Mine your numbers for gold

We'll help uncover insights in your data to drive profitability and inform strategic decisions.

Happy consultants make happy clients

People do their best work when they’re happy. That’s why we’ve created the absolute best workplace for consultants. No wonder our NPS is over 70% higher than the industry average.

Client satisfaction that speaks for itself

Our client satisfaction scores are more than 70% higher than the industry average — here’s why:

Let's team up

Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.

Jim Buckley, Madrigal Pharmaceuticals, Inc.

Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.

Carter Bailey, Alliance Residential Company, LLC.

Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.

Gerald Mwangi, Century Mechanical Holdings

We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.

Kyle Kirk, RK Supply

Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.

Madison Trevino, Presidio Petroleum

Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!

Yvette Yanzalone, Plastics Management LLC

The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.

Amanda Heavner, INSURICA

From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!

OJ Vallejo, Mitratech Holdings, Inc.