Services
Full Service Accounting
- Full charge bookkeeping
- Record and categorize financial transactions
- Reconciling bank and credit card statements
- Manage accounts payable and accounts receivable
- Vendor and 1099 management
- Maintain chart of accounts
- Process payroll
- Inventory management
- Fixed asset management
- Preparation of financial statements
- Accounting software clean up
Fractional CFO
- Financial Planning and Analysis:
- Developing and implementing financial strategies
- Creating and managing budgets and forecasts
- Analyzing financial data to identify trends, opportunities, and risks
- Optimizing cash flow and working capital management
- Performing financial modeling and scenario analysis
- Strategic Financial Leadership:
- Providing financial guidance and advice to business owners and management
- Serving as a trusted advisor on financial matters
- Supporting fundraising efforts
- Financial Operations:
- Serve as interim controller or CFO
- Overseeing accounting processes and procedures
- Implementing and improving financial systems and controls
- Assisting with mergers and acquisitions (M&A)
- Providing expertise in areas like risk management and compliance
- Training and development of finance staff
- Overseeing the implementation of new accounting software