Preparation and analysis of financial information which is reported to internal and external users via financial statements. We reconcile general ledger accounts to ensure accuracy of the financial statements.
Evaluating the reliability and credibility of financial information, as well as the systems and processes responsible for recording and summarizing that information.
CFO Advisory Services
Our role as CFO can be permanent part-time, interim or as a complement to the existing CFO to assist with special projects such as business plan reviews, capital planning, loan facility negotiations, process improvement, and pricing analysis. We help implement and supervise internal controls and serve as key advisers to company management.
We work with companies to monitor, record, and track all financial transactions performed by the company. We ensure all transactions are recorded in the correct customer & vendor sub ledger and general ledger.
We provide full payroll services, including employee payroll direct deposit, filing of all state and federal required forms, W-2 and 1099 preparation, withdrawal and payment of allotments, and assistance with setting up PEO (HR) related services.
QuickBooks Setup & Training / QuickBooks ProAdvisor
Our staff members are Intuit certified, and advanced certified, QuickBooks Pro Advisors. As such, we are qualified to set-up your bookkeeping file in QuickBooks and train your office staff to properly use the software. We also offer QuickBooks data file clean-up if your books are a mess, and conversions from other bookkeeping software to QuickBooks.
We prepare business & individual tax returns. We are also experts in the new Tax Cuts and Jobs Act (TCJA).
Business Startup Advising
We advise new startup businesses on the best structure to pursue for maximum benefits (i.e. LLC vs C-Corp). We also assist new startups with establish of IRS EIN, writing operating agreements, articles of incorporation / organization, among other services.
Long-term Business Strategic Planning
Plan long-term business direction and decision-making on allocation of resources to pursue strategy, including capital and people.
Assist businesses with establishing a planned level of expenditures, usually at a fairly detailed level for the current year or long-term basis. We assist companies in planning and maintaining a budget on either an accrual or a cash basis.
We develop mathematical representations of key financial and operational relationships for clients to use in analyzing how their businesses will react to different economic situations or events, and in estimating the outcome of financial decisions before committing any funds.
Best Practice Studies
We help organizations develop and implement results of industry best practices, in order to enhance performance and improve efficiency.
Streamline your organizational support functions to ensure concentration on core competencies and value-added products and services. Converge duplicate organizational functions, allowing your business to run more efficiently, while creating unseen cost savings.
Productivity is the measure of the per unit output from a production or service process. We assist organizations with measuring & improving productivity.
High Volume Transaction Processing
We assist organizations in processing high volume transactions in the following areas: accounts payable, accounts receivable (billing) and claim processing.
Business valuation, acquisitions, mergers, venture capital & private equity advising
We assist clients in calculating a value for their firms. We also assist with negotiating business acquisitions and mergers utilizing their own capital- or working with venture capital and private equity firms. We develop financial models to determine the value of target acquisitions.
Activity based costing/budgeting consulting & advising
We will analyze, plan, and accurately assign cost to products and services using our revolutionary techniques. We identify those activities in your organization that are non-value-added, and costs associated with those activities.