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

- Real-Time Bookkeeping
- Reports: P&L, Balance Sheet, Cash Flow

ADDITIONAL SERVICES

- Accounting Software & App Integration

- Audit Prep 
- Customized Accounting & HR Systems
- Family Office Financial Services

- Forensic Accounting
- Government Contract Support
- Investment Property Bookkeeping

- Remote Bookkeeping & Accounting

- Small Business Consulting & Coaching

- Virtual Recordkeeping Systems