SolomonEdwards Acquires 29Bison

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SolomonEdwards Announces Leadership Succession Plan

Scott Balestrier has joined the firm as Chief Executive Officer. Ed Baumstein moves to Board Chairman.

SolomonEdwards Receives a Significant Capital Investment

from Philadelphia-based Renovus Capital Partners

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Project Management Office (PMO) Assessment

Get a customized PMO Maturity Level assessment by answering a few quick questions.

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Communication Services

Drive Business Impact with Effective Communications.

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SolomonEdwards' Bankruptcy Administration Services

Turnaround & Restructuring Services

Learn how SolomonEdwards can reduce the pain associated with the turnaround and bankruptcy lifecycle.

Shared Services

Why centralizing your back-office transactions improves efficiency and cost savings

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Webinars On Demand

Join our subject matter experts virtually as they dive deeper into the issues affecting your business

Watch the replays

Complex Situations, Solved

Browse through featured case studies

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Two finance leaders viewing a financial report

CFO Consulting Services

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Strategy Into Action

SolomonEdwards is a national professional services firm focused on strategy execution. By providing exceptional people for complex situations, we deliver strategic expertise, apply proven project delivery models, and design custom solutions transitioning our clients’ strategies into reality.

6 Reasons Companies Turn to Us

We solve complex situations covering 6 critical business challenges.
Learn More

Transformation

What are the big trends that will reshape the current business environment?

Mergers & Acquisitions

What are the key risk areas in an M&A transaction?

Growth

What potential sales partnerships and industry alliances should you be planning for in your future?

Regulations & Compliance

How are you identifying and preventing litigation and regulatory risk?

Efficiency & Savings

Where is value created and how do you enhance it within your organization?

Business Risk

Are your employees adequately educated about possible threats?

By the Numbers

30^%

of our public clients are part of Fortune’s Top 10

97^%

of clients would recommend us and use us again for future projects

277

average number of completed projects per year in company history

Client Testimonials

“They take the worry out of project management.”

- CFO, upstream oil & gas industry

“SolomonEdwards brings an ability to quickly respond to our needs and mobilize a team to support us.”

- EVP, servicing & originations firm

“Look forward to using SolomonEdwards for future efforts; very enjoyable family-like experience. Great people!”

- National telecommunications firm

“Hands down, SolomonEdwards is phenomenal. Their thought leadership, driven methodology, and agility have demonstrated value time and again. They’ve become a trusted strategist and an agent of change for our global communications group. They have set a new bar for what I expect from, and in, a consultancy engagement.”

- Executive, large technology enterprise

“We asked SolomonEdwards to build a simple resource planning model. It was so good that our entire organization adopted it as a standard reporting tool.”

- SVP Customer Experience, broker-dealer, investment advisory

“I count on SolomonEdwards consultants to drive important projects across the bank. From strategic analysis to technology, they always do it well.”

- Former Vice Chairman, bank

“SolomonEdwards’ team was able to develop the necessary PMO definition and templates/tools quickly, that same effort would have taken us many months to complete on our own in a part-time manner.”

- Director, virtual technologies firm

“SolomonEdwards brings in-depth knowledge of accounting processes while using a non-intrusive methodology and sensitivity to client disruption. They respect confidentiality, are enjoyable to work with, and have professional staff that blend in easily and efficiently with the client.”

- VP Operations, oil & gas production company

“We used SolomonEdwards for our revenue recognition and order-to-cash projects and found their people to be extremely knowledgeable and responsive. They hit the ground running, worked well with our team, and exceeded our expectations on both projects.”

- SVP, CFP, industrial machinery company

OUR SERVICES

Focusing on our service areas, we work together to meet the strategy execution and project needs of your business by providing exceptional people for: consulting projects, permanent professional hiring, temporary projects and workforce administration.Learn More

Accounting & Finance

Banking & Financial Services

Business Transformation

Governance & Regulatory Compliance

Transaction & Regulatory Advisory

Turnaround & Restructuring Services

Direct Hire

Interim Staffing

Workforce Administration

Exceptional People

Meet Our Experts

Edward Baumstein, CPA

Board Chair With over 35 years of expertise in the finance and accounting professional services industry, Ed is active in the Greater Philadelphia business and philanthropic community.

W Scott Balestrier, CPA

Chief Executive Officer Scott is a seasoned financial executive having served as a managing partner for several professional services firms over the course of his three-decade career in public accounting and consulting,

Jim Garner, CPA

CFO ServicesJim brings over 30 years of experience in accounting, finance, IPO preparation, transaction advisory services, process improvement & reorganizations. Lately, he's focused on transformation & strategy execution supporting the CFO organization.

Candace Caley

Banking & Financial Services, Business Process ImprovementCandace joined SolomonEdwards in 2007, founding the Houston office, as well as the national Banking & Financial Services practice.

Michelle Phung

Banking & Financial Services, Process Improvement & System IntegrationWith over 25 years of experience in the financial services industry, Michelle is the co-founder of our national Banking practice. She is primarily responsible for overseeing all aspects of project execution and delivery for B&FS engagements.

Alec Elmore

Founder, OpenGate Consulting Alec Elmore has over 20 years of experience in business technology consulting. He engages with business executives (CXOs) to transform their organizations digitally with the Salesforce.com platform and deliver scalable and outcome-oriented solutions for our clients.

John Moerman, CPA

Accounting & Finance, Consulting ServicesJohn Moerman serves as the Partner of our Commercial Banking Practice. In this role, John has overall responsibility for client service, operations, growth and business development.

John Burke, CPA, MBA

Business Transformation, Program ManagementJohn is a Business Consulting Principal with a focus on Finance Transformation. With over 20 years of global finance experience, John is an expert in finance transformation, governance, project management and developing solutions that optimize his clients’ operating models.

Caroline Perez

Business Transformation, Shared Services Based in Houston, Caroline is the National Director of Shared Services with expertise in order-to-cash (OTC), procure-to-pay (P2P) and payroll with demonstrated success in overhauling business processes.

Scott Kamrath

Business Transformation, Program ManagementScott is the Director of Strategic Accounts with a focus on Business Transformation and Program Management. He has versatile expertise in sales and delivery of integrated software solutions to enterprise customers.

Brian Markley, CPA

Transactional Services, SEC & US GAAP AdvisoryBrian Markley leads SolomonEdwards’ national TRAS practice as well as our Philadelphia, DC and New York offices.

Margaret Stribling, CPA, PMP

Accounting & Finance, Business Advisory, RestructuringMargaret leads the Business Advisory team for our Central Region along with the National Energy service. She has over 20 years of broad-based experience, consisting of accomplishments within the Big 4, industry and consulting.

John Schroeder, CPA

Accounting & Finance, SEC Advisory As a Director, John has led numerous engagements in our Philadelphia and TRAS practices. With 20 years of accounting and consulting experience, he focuses on system implementations, business carve-out and spin offs, public company financial reporting, and audit.

Jeff Wise

Banking & Financial Services, Mortgage Services As Partner of our B&FS Mortgage Practice, Jeff is a recognized subject matter expert in the mortgage industry and has an outstanding track record for leading client engagements in the areas of mortgage originations, servicing, and capital markets.

Mitch Zenger

Business Transformation, Future of Work As a VP of Business Development, Mitch specializes in Business Transformation with a track record for helping clients prepare for the Future of Work.

John Robertson, CPA

Accounting & Finance, SEC & US GAAP Advisory John serves as a Practice Leader in SolomonEdwards’ Philadelphia office with a focus on our Transaction & Regulatory Advisory practice. He provides technical expertise on US GAAP, IFRS, SEC rules and regulations and internal control matters.

Sridhar Kuppa, CPA

Transactional Advisory, Financial Reporting Sridhar is a Director of TRAS with over 15 years of consolidated financial reporting, management reporting, budget planning & analysis, and expertise in US GAAP and IFRS financial reporting.

Margaret Wolford

Resource Management, Project Management, Business Process OptimizationMargaret has over 25 years of experience as an operations and financial management executive who is skillful at designing strategy and directing multiple initiatives to achieve exceptional results.

Michael Fleming, CIRA

Turnaround and Restructuring, Fresh Start AccountingMichael is based in Boston and serves as a TRAS Practice Leader. He has advised client executives, attorneys, and teams through a variety of distressed and non-distressed situations, including some of the largest bankruptcies in U.S. history.

Amanda Hofstetter

Banking & Financial Services, Business Process Improvement Amanda is a Principal with SolomonEdwards’ Banking & Financial Services Practice. She has over 20 years of diverse financial services experience. Amanda has deep expertise in all areas of risk management including regulatory compliance, internal auditing, FDICIA and Sarbanes-Oxley.

Alonso Lopez

Banking & Financial Services, Business & System Process ImprovementAlonso is a Senior Manager in our B&FS practice. His banking expertise lies in IT audit, application implementation, quality assurance, and database management. He has lately focused on designing automated solutions to improve data management and analytics.

Christopher Scheetz

Banking & Financial Services, Mortgage Services Chris has 20+ years of experience in Residential Mortgage Servicing. He focuses on Risk Management & Default Servicing, with extensive experience in Loss Analysis, Portfolio Management, Client Relations, REO, Collections, Loss Mitigation, Bankruptcy, Contract Recovery, Repurchase, Claims and Contract Negotiation.

Frances McNeil, CPA, CIA

Governance & Regulatory Compliance, Internal Audit & Controls Frances McNeil is a Senior Manager in SolomonEdwards’ Governance and Regulatory Compliance practice, with over 15 years of internal audit and internal controls experience that spans multiple industries.

Lynn Menard, CPA, CFE

Accounting & Finance, Process Improvement With over 25 years of combined public accounting and industry experience, Lynn’s background spans a broad range of experience serving both public and private companies in consulting and Controllership roles.

Susan Hicks, CPA

Sales, Marketing, AccountingSusan is a Co-Managing Partner for the Central Region. She has over 25 years of project delivery experience in M&A Integration, Data Solutions, Change Management, Regulatory Compliance, and Program/Project Management.

Rich Earnest, MBA

Government Contracting & ComplianceWith over 17 years of industry experience, Rich serves as Practice Leader of SolomonEdwards' Government Services. He is responsible for identifying opportunities and creating relationships with federal agencies across the country.

Our Latest Insights

In uncertain and ever-changing times, the impact of market conditions and regulatory requirements on the business world requires careful planning and strategy execution. See All

Team Culture at Work

7 Foundational Needs to Create Consistent Team Culture in the Future of Work A common thread running through future of work narratives describes how “work” is transforming into something very different from the structures we have seen evolve over the past 100 years. What we do at work has transformed from simple outputs, tasks, and…

How organizations can minimize costs and maximize talent

While the pool of available workers decreased, the cost of labor has increased at an alarming rate. Organizations face a multi-layered problem; they need to find skilled workers to fill vacancies, find room in their budgets to pay them and create a workplace culture that will keep them. This whitepaper highlights those challenges and opportunities…

Fresh-Start Accounting: What You Need to Know Now

What troubled organization emerging from a Chapter 11 bankruptcy wouldn’t want a “fresh” start? Fresh Start takes pre-planning, insight, organization, and sophisticated project management. The question is: how can finance professionals clear the way to leave behind the old, insolvent company and emerge from the crisis stronger? Fortunately, there are best practices that you and…

OUR LATEST WORK

Learn how organizations in virtually every industry have found B2B success with SolomonEdwards.
See All

Interim CFO Controller

A provider of integrated facility services needed assistance to correct their relationship with their bank and line of credit holder.

Lease Accounting Implementation

A $60B US federal government agency wanted to evaluate a new lease contract management system for its 30,000 active leases.

Corporate Communications: Executive Communications Model

Our client, a leading global technology company, had deeply invested in executive and internal communications because it genuinely valued the service these disciplines provide, and the role they play in articulating the company’s business priorities and culture.

SolomonEdwards Acquires 29Bison

SolomonEdwards Announces Leadership Succession Plan

SolomonEdwards Receives a Significant Capital Investment

Project Management Office (PMO) Assessment

Communication Services

Turnaround & Restructuring Services

Shared Services

Webinars On Demand

Complex Situations, Solved

CFO Consulting Services

Strategy Into Action

6 Reasons Companies Turn to Us

Transformation

Mergers & Acquisitions

Growth

Regulations & Compliance

Efficiency & Savings

Business Risk

By the Numbers

30%

97%

277

Client Testimonials

“They take the worry out of project management.”

- CFO, upstream oil & gas industry

“SolomonEdwards brings an ability to quickly respond to our needs and mobilize a team to support us.”

- EVP, servicing & originations firm

“Look forward to using SolomonEdwards for future efforts; very enjoyable family-like experience. Great people!”

- National telecommunications firm

- Executive, large technology enterprise

“We asked SolomonEdwards to build a simple resource planning model. It was so good that our entire organization adopted it as a standard reporting tool.”

- SVP Customer Experience, broker-dealer, investment advisory

“I count on SolomonEdwards consultants to drive important projects across the bank. From strategic analysis to technology, they always do it well.”

- Former Vice Chairman, bank

“SolomonEdwards’ team was able to develop the necessary PMO definition and templates/tools quickly, that same effort would have taken us many months to complete on our own in a part-time manner.”

- Director, virtual technologies firm

“SolomonEdwards brings in-depth knowledge of accounting processes while using a non-intrusive methodology and sensitivity to client disruption. They respect confidentiality, are enjoyable to work with, and have professional staff that blend in easily and efficiently with the client.”

- VP Operations, oil & gas production company

“We used SolomonEdwards for our revenue recognition and order-to-cash projects and found their people to be extremely knowledgeable and responsive. They hit the ground running, worked well with our team, and exceeded our expectations on both projects.”

- SVP, CFP, industrial machinery company

OUR SERVICES

Accounting & Finance

Banking & Financial Services

Business Transformation

Governance & Regulatory Compliance

Transaction & Regulatory Advisory

Turnaround & Restructuring Services

Direct Hire

Interim Staffing

Workforce Administration

Exceptional People

Edward Baumstein, CPA

W Scott Balestrier, CPA

Jim Garner, CPA

Candace Caley

Michelle Phung

Alec Elmore

John Moerman, CPA

John Burke, CPA, MBA

Caroline Perez

Scott Kamrath

Brian Markley, CPA

Margaret Stribling, CPA, PMP

John Schroeder, CPA

Jeff Wise

Mitch Zenger

John Robertson, CPA

Sridhar Kuppa, CPA

Margaret Wolford

Michael Fleming, CIRA

Amanda Hofstetter

Alonso Lopez

Christopher Scheetz

Frances McNeil, CPA, CIA

Lynn Menard, CPA, CFE

Susan Hicks, CPA

Rich Earnest, MBA

Our Latest Insights

Team Culture at Work

How organizations can minimize costs and maximize talent

30^%

97^%