OUR SERVICES
OUTSOURCED CFO
- Budgeting & Forecasting
- Business Strategy & Planning
- Cash Flow Management
- Customer & Vendor Negotiation
- Data/Trend Analysis
- Developing Policies and Procedures
- Intercompany & Loan Tracking
- Liasing with CPA & Legal
- Maintaining Accounting Controls
- Payroll Tax & Sales Tax Processing
- Reporting to Board, Investors, Team
- Year End, Tax Prep & 1099s
ACCOUNTING & BOOKKEEPING
- Accounts Payable & Accounts Receivable
- Bank & Credit Card Reconciliations
- Catch-Up Bookkeeping
- Customer Billing & Reimbursed Expenses
- Data Entry (Small to Large-Scale)
- Expense Report Systems & Processing
- Job Costing & Project Management
- Journal Entries
- Monthly, Quarterly, and Year-End Close
- Payroll Processing
- Reports: P&L, Balance Sheet, Cash Flow, Forecasts, Custom Reporting
ADDITIONAL SERVICES
- Accounting Software & App Integration
- Audit Prep
- Customized Accounting & HR Systems
- Family Office Financial Services
- Investment Property Accounting
- Small Business Consulting
- Small Business Coaching
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Our rates vary depending on the nature of the work, and are available upon request.