Customized Services
As simple as weekly reports and updates OR
all-in business partner meeting multiple times a month.
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All monthly and recurring services and proposals are customized based on the businesses needs and goals.
One-off projects and cleanup work can be discussed and added.
1
BOOKKEEPING | ASSOCIATE
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RECORDING OF ALL TRANSACTIONS
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RECONCILING BANK ACCOUNTS
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CREDIT CARD AND EXPENSE MANAGEMENT
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MONTHLY BALANCE SHEET AND INCOME STATEMENT REVIEWED AND DISCUSSED WITH YOU
2
ACCOUNTING | CONTROLLER
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RECORDING OF ALL TRANSACTIONS
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RECONCILING BANK ACCOUNTS
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CREDIT CARD AND EXPENSE MANAGEMENT
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FULL SERVICE AR AND AP MANAGEMENT - CREATING, SENDING, AND TRACKING INVOICES
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WEEKLY REPORTS PREPARED AND SUMMARIZED
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MONTHLY BALANCE SHEET AND INCOME STATEMENT REVIEWED AND DISCUSSED WITH YOU
3
FINANCE | FRACTIONAL CFO
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ACCOUNTING PROCEDURES CAN BE FULLY INCLUDED OR MANAGED
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IMPLEMENTING AND MAINTAINING ACCOUNTING PROCEDURES AND PROCESSES
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SUPERVISING AND REVIEWING ACCOUNTING DEPARTMENT OPERATIONS
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PREPARE STATEMENT OF CASH FLOWS
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ESTABLISH AND TRACK KPI'S
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PREPARE AND UPDATE SALES AND CASH FLOW FORECASTING
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MONTHLY BUSINESS CONSULTATION AND REVIEW OF RESULTS
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PREPARE AND TRACK ANNUAL BUDGETS
4
ADDITIONAL SERVICES
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EMPLOYEE COMPENSATION PLANS
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PREPARE BANK REPORTING
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NEGOTIATE DEBT WITH LENDERS
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EVALUATE PAYMENT PROCESSING
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OWNERS REP FOR VENDOR OPTIONS
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DEVELOP SECNARIO-BASED FORECASTING
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ADVISE AND ANALYZE BUY-SELL OPTIONS
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SUPPORT DUE DILIGENCE FOR M&A
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CUSTOMER AND SEGMENT PROFITABILITY ANALYSIS
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ESTABLISH DEPARTMENT KPI AND DATA OPERATING PROCESSES
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EVALUATE TAX IMPACT OF STRATEGIC OPTIONS
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FACILITATE OR SUPPORT TAX RETURN FILING
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REVIEW TECH STACK AND OPTIONS
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REVIEW SYSTEM MIGRATION DATA FOR COMPLETENESS AND ACCURACY