Services


Below is a list that is not complete, but is representative of what we provide

CFO and Controller Services Offered
  • Financial statement preparation and analysis
  • Business plan preparation
  • Presentations to potential investors or lending institutions
  • Budget, cash flow, and forecast preparation
  • Key performance indicator design and tracking
  • Conducting "what-if" scenarios
  • Business opportunity evaluation
  • Compliance with bank covenants
  • Evaluate, train, and mentor staff
  • Coordinate benefit programs
  • Set-up new accounting systems
  • Lease vs. buy analysis
  • Insurance coordination
  • Human Resource advising
  • Accelerating collections
Bookkeeper Services Offered
  • Accounts Payable
  • Accounts Receivable
  • Payroll
  • Bank Reconciliation