OUR SERVICES
WHAT'S THE DIFFERENCE?
01 BOOKKEEPER & ACCOUNTANT
Bookkeeping & accounting services focus on recording transactions accurately and may include the following:
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Recording expenses and income
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Reconciling bank and credit card accounts
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Invoicing
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Bill pay
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Payroll processing and reconciliation
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Maintenance of 1099 vendor files
02 CONTROLLER
Controller services focus on compliance, accuracy of financial statements, reporting and may include the following:
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Oversight of bookkeeping and accounting functions
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Preparation of sales tax and franchise tax
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Review of payroll records and preparation of tax liabilities
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Preparation of financial statements
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Oversight of accounting cycle closing process
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Review fixed assets and account for depreciation
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Review inventory account and process write offs
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Accounts receivables management
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Accounts payables management
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Preparation of financial reports
03 CHIEF FINANCIAL OFFICER
CFO services focus on planning, analysis, forecasting, and may include the following:
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Client contract review and negotiations
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Vendor contract review and negotiations
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Insurance policy review and negotiations
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Act as liaison between banks, vendors, attorneys, etc.
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Gross profit evaluation and optimization
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Strategic plan development for increasing sales
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Analysis of asset purchases
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Assistance with raising capital or obtaining loans
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Monthly review of financial performance
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Key Performance Indicators development and reporting
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Development of accounting department policies and procedures
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Back office process review and improvements
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Budgeting and forecasting
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Cash flow management
FREE CONSULTATION
Want to learn more about how we can help you build a sustainable business while growing our bottom line?
Schedule a free consultation today