OUR SERVICES

WHAT'S THE DIFFERENCE?

01 BOOKKEEPER & ACCOUNTANT

Bookkeeping & accounting services focus on recording transactions accurately and may include the following:

  • 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:

  • 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:

  • 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?

Schedule a free consultation today

© 2019 by Yggdrasil Financial LLC

123 SE 3rd Ave #117, Miami, FL 33131