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