Management Advisory Services for Marketing and Advertising Firms

1. Financial
Performance
Solutions
for the
Marketing Services Industry

2. sjk advisory group provides specialized
financial management solutions and
guidance to companies and their principals
in the advertising, public relations, digital
marketing, and media service industries. ~
Designed to fulfill the distinctive needs of
these types of organizations, our specialized
consultancy offers experienced guidance
in collaboration with company principals
to address strategic financial issues and
problem solving. ~ We draw upon years
of senior financial executive experience in
highly successful advertising agencies and
marketing service firms blended with the
credentials of a Big Four CPA background. ~
With an exclusive industry focus, we offer a
valuable resource to CEOs and others in key
management positions in responding to the
ever increasing need for effective financial and
internal operations approaches to achieving
long term growth and profitability in today’s
highly competitive marketing services
environment. ~ sjk advisory group provides an
informed industry perspective as experienced
advisors well familiar with the unique
dynamics of these kinds of firms.

3. ■ Interim Financial Management
(“Floating” CFO or Controllership Role)
■ Customized Financial Health Assessments
■ Treasury Management – Cash Flow
Optimization
■ Operational Planning, Budgeting,
Profit Improvement Strategies
■ Client Compensation: Proposals,
Reviews, Negotiation, Restructuring
■ Management Succession Planning
■ Agency Valuations, Pre-Transaction
Positioning and Due Diligence
■ Mergers, Acquisitions,
Strategic Partnering
■ Financial and Accounting Systems –
Reviews, Design, Implementation
■ Executive/Employee Compensation and
Reward Systems
■ Client Contract Compliance Audits
■ New Venture Financing and Start Up
Strategies
■ Facilities Management – Lease
Negotiaton, Cost Containment Reviews
■ Agency Financial Management Training
■ Financial Staff Recruitment
We also maintain an extensive referral
network of expert industry specialized
resources that can be drawn upon to
assist in addressing specific client needs
in areas such as employment, intellectual
property, or general corporate law; employee
benefit programs; information technology
management and support; and financial
statement audits or tax planning and
compliance, among others.
Primary Service Offerings
Our services are customized to fit individual client circumstances and needs. Engagements can take
the form of one-time projects, ongoing service relationships, or planned periodic consultations to
provide strategic financial support and guidance to client management teams.
Key focus areas include:

4. Steve Koskela, Founder and Managing
Director, has more than twenty five years
of senior level financial and operational
management experience in the marketing
communications industry with both smaller
independents and global scale agency
organizations.
A CPA who began his career with
PricewaterhouseCoopers, Mr. Koskela has
held executive positions with prestigious
advertising agencies and marketing service
firms, and has served as independent
consultant to companies in the fields of
advertising, public relations, and integrated
marketing across North America since 1996.
• Marketing Industry CFO Specialist
• Two Term Chairman – 4As Finance
Committee-Western Region
• Member of AICPA and CA State Society of CPAs
• Author and Frequent Industry Speaker

5. How Can We Help?
Contact:
Steve Koskela
t. 616-401-4645
e. skoskela@sjkadvisory.com
Visit our website:
www.sjkadvisory.com
Grand Rapids, Michigan
San Francisco
Los Angeles
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