Strategic tax and financial planning to align with your company’s short and long term goals. Process includes establishing a financial plan, budget and financial projections allowing for proper cash flow management.
Business & Operational Consulting
Reviewing your company’s structure, organizational chart, day to day operations and establishing internal controls to maximize profit margins and position your company for long term sustainability.
Financial Reporting
Compilation of financial statements for management review or external business partners, includes one on one review of financial statements and advisory of cost saving opportunities and inefficiencies.
Accounting Information Systems
Assessment of current accounting and budgeting software needs. Implementation and configuration of accounting software to align with the structure of your organization and determining any related integrations.
Internal Controls
Establishing operational, financial and accounting processes and procedures. Internal controls to mitigate risk, specifically to minimize fraud while establishing segregation of duties.
Recruiting
Functioning as an interim Controller or CFO as required. Assisting internal management team with building the proper accounting team, including personnel training and recruiting as required.
Tax Preparation
Along with tax planning, preparation of federal and state tax returns for all entity structures (LLC, C-Corporation, S-Corporation, Partnership or nonprofit) excludes personal tax returns.