Fractional CFO & Advisory Services
We love to work with our Clients from the top down, setting goals, establishing cashflow and budget management features right up front. We provide coaching if these are not processes that are familiar to you, and we can design new workflow processes and train you and your staff on the how and why they are important.
Services available include:
Financial Statement Review
Cashflow Management
Budget Preparation
KPI Review
Reviews & Recommendations
Profitability Drivers
Payroll & Human Resources
One of the most critical, time-sensitive tasks of a business is to pay the employees accurately and on-time. Besides that, there is a need to provide Employee programs and resources through carefully planned and documented policies.
Services available include:
Payroll Processing
Payroll Related Filings (Federal & State)
GL Integration
Human Resources (Health & Life Plans, HSA/FSA)
Policies & Procedures (PTO, Health Plans, Performance Reviews, Termination Policy)
Bookkeeping
We start by putting each Client on a repeating schedule for updating their financial records so data stays current. Next we follow the highest standards for recording transactions according to the acceptable methods. We are meticulous with accuracy and timeliness. We are also very skilled at building relationships with your Clients and Vendors.
Services available include:
Recording Bank & Credit Card Transactions
Vendor Management, Bill Pay and 1099 Prep
Customer Management, Invoicing and AR Collections
Filing Sales Taxes
Fixed Asset Management and Depreciation
Inventory Management/eCommerce Databases
Tax Preparation
We can help prepare your books for tax season, shortening the time and effort needed to prepare Income Tax forms and reducing CPA or Enrolled Agent fees.
Services available include:
Review Expenses for consistency
Verify all accounts are reconciled
Prepare YE adjustments
Group Accounts for Tax Reporting
Verify document retention & storage