Our Services
Financial officer services
- Fulfillment of Controller or CFO responsibilities
- Management of accounting and administrative departments
- Active participation on client leadership team
- Breadth of resources and referral sources including legal, investment, insurance, tax, banking
Accounting system design & review
- Accounting system development and implementation
- Financial reporting system and processes review and upgrades
- Streamline of reporting systems using modern technology
- Client-specific financial reports
- Key performance metrics and implement usage
Management consulting services
- Strategic planning
- Management coaching
- Business management consulting
- Staff hiring, mentoring and implementation
- Design accounting system policy, procedures and processes
- Internal control deficiencies mitigation
- Risk management review
Liaison with CPA and/or banker
- Financial contact for CPA or banker
- Interaction with CPA on a monthly, quarterly or annual basis
- Coordination of tax planning and tax return preparation with CPA
- Coordination of annual compilation, review or audit with CPA
- Bank reporting fulfillment
- Assistance in negotiating borrowing facilities
Accounting and bookkeeping services
- Ongoing accounting services
- Setup and implementation of new QuickBooks accounting sysems
- Accounting rescue
- Accounts payable
- Accounts receivable
- Billing
- Payroll processing
- Cash flow forecasting
- Job costing
- Monthly and yearly close process
- Monthly calculations of key performance metrics
- Monthly monitoring of bank financial ratios and covenants
Article: Why Use Outsourcing?