Business Assessment
Free customized session tailoring our services to meet your business needs
Business Process Flows
- Establish accounting system and document procedures
- Internal Controls established and implemented
- Accounting rules and regulations compliance
Cash Management
- Bill Paying Service
- Accounts Payable Management
- Accounts Receivable Management
- Bank reconciliations
- Banking relationships
Payroll
- Complete Payroll Services
- Paychecks
- 941 reporting
- W-2s
Financials
- Cash Basis Accounting
- Accrual Basis Accounting
- Includes prepaids, accrued expenses, accrued payroll, deferred revenue
- Balance Sheet Account Reconciliations
- Annual Financial packet prepared for you to submit for tax return preparation
Reporting
- Sales Tax Returns filed
- Fixed Asset Reporting and Depreciation
- Capital Budget Monitoring
- Key Performance Indicator (KPI) Mgmt reports
- Financial Trend Analysis
- Shareholder Presentations
Controller Role
- Conducts monthly business review with Client
- Manager training for understanding and interpreting Financial Reports
Budgeting & Forecasting
Develop your annual budget and monitor progress in achieving your financial objectives
Business Analysis
- Assistance with Product Pricing Decisions
- Trend Tracking and Profitability tracking
- Job Costing – Profitability analysis for products