Services
Comprehensive Financial & Operational (CFO) Assessment
We will bring your company’s picture to life and provide you with a roadmap
- Interviewing key personnel to assess roles, responsibilities, and job descriptions as well as interaction with other personnel and departments
- Evaluating processes in the accounting function to streamline, close gaps, and identify redundancy
- Assessing your accounting system & internal controls
- Considering financial statement structure to provide accurate, useful reporting
Bookkeeping
Let us do the tedious busywork
- Paying bills
- Making deposits
- Staying on top of receivables
- Performing bank reconciliations
- Providing necessary financial and tax information to the business owner and/or tax preparer
Profitability Analysis
We can help you with cost control and profit improvement
- Budgeting, forecasting, and preparing internal financial statements
- Financial planning
- Working side by side with your management team
- Building banking relationships
- Acting as your liaison to outside CPA firms
Financial Growth Strategy
Not growing financially? We can help
- Clearly understand your financial position
- Identify ways to run your business more profitably and more efficiently
- Sharpen your business strategy
- Develop and implement processes and procedures to help improve operational efficiencies
- Make recommendations that can increase your bottom line