services

Outsourced Accounting and Advisory Services


 
 

Areas of Practice

 

Accounting/bookkeeping

  • setup and/or conversion

  • training and support

  • month-end accounting

  • expense classifications

  • account and bank reconciliations

  • conversion to accrual

  • billing and receipts

  • bill processing and payments

  • receipt and expense report processing

  • payroll processing and compliance

  • tax planning, preparation and compliance

  • multi-state sales tax processing and compliance

  • regulatory compliance

  • new business formation

 

virtual cfo & advisory

  • strategic plan development, execution and governance

  • forecasting and financial modeling

  • budget variance analysis and corrective action implementation

  • cost reduction and control analysis and implementation

  • cash flow management

  • KPI development and monitoring

  • banking, debt and equity financing

  • lease and contract negotiation and review

  • financial and operational level controls review and implementation

  • human resources support

  • litigation support

  • board of directors presentation and compliance

  • mergers, acquisitions, due diligence and valuations

  • external audit and review coordination and schedule preparation

  • succession planning and exit strategies including sale of companies

  • stock option, retirement plans and wealth management

  • insurance and enterprise risk management

  • collections management