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

• Reconciling bank and credit card accounts

• Invoicing

• Bill pay

• Payroll processing and reconciliation

• 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

• Preparation of sales tax and franchise tax

• Review of payroll records and preparation of tax liabilities

• Preparation of financial statements

• Oversight of accounting cycle closing process

• Review fixed assets and account for depreciation

• Review inventory account and process write offs

• Accounts receivables management

• Accounts payables management

• 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

• Vendor contract review and negotiations

• Insurance policy review and negotiations

• Act as liaison between banks, vendors, attorneys, etc.

• Gross profit evaluation and optimization

• Strategic plan development for increasing sales

• Analysis of asset purchases

• Assistance with raising capital or obtaining loans

• Monthly review of financial performance

• Key Performance Indicators development and reporting

• Development of accounting department policies and procedures

• Back office process review and improvements

• Budgeting and forecasting

• Cash flow management

FREE CONSULTATION

Want to learn more about how we can help you build a sustainable business while growing our bottom line?

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Schedule a free consultation today