Services

Bookkeeping

Invoicing
Expense Booking
Bank and Credit Card Reconciliation
Payroll Management
AR Management / Collections
AP Management / Payments

Tax

Tax Preparation and Review
Tax Filings (Monthly / Quarterly / Annual)
Payroll Tax Submissions
Communication and Negotiation with Tax Regulators

Balance Sheet Reconciliation
Gross Margin Analysis
Expense Variance Analysis
Profit Maximization and Annual Budgeting
Preparation of Monthly Financial Statements
Detailed Write-Up on Monthly Financials with Monthly Call to Discuss Analysis
Tax Advisory
Maintenance of General Contracts ie: Insurance, Banking
Annual Tax Filings
Annual Compilation Engagements (previously known as Notice to Reader)
Monthly Cash Flow Planning

Controller Services

CFO Services

Set Up of Finance / Accounting Policies
Corporate Structure Consulting
Prepare 2-3 Year Forecast with Budget vs. Actual Comparison
– P&L
– Balance Sheet
– Cash Flow
Gauge Requirement for Capital Raise
CFO Strategic advice – Business Strategy, Pricing, Market Analysis
Resource Planning – Review of Cost Structure
Manage Banking Relationships

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Services Overview

Controller Services

Fractional CFO Services

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