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    • info@gagne-associates.com
Financial Management

Financial Management

Our financial management services include:

  • Adviser to CFO and/or CEO
  • Liaison to Board of Directors, Bankers and other Third Parties
  • Accounting/Bookkeeping Services
  • Month End Closing
  • Financial Statement Preparation
  • Budget to Actual Variance Analysis
  • Training of Accounting Staff
  • Accounting System Set up
  • Coordination of Annual Audit
  • Accounting Policies and Procedures

Audit & Tax

We work with clients to comply with external audit & tax requirements, including:

Assurance Services:

  • Audits
  • Reviews
  • Compilations
  • Other Agreed Upon Procedures

Audit Readiness

  • Serve as liaison with auditor and staff, management, and board of directors
  • Manage audit process
  • Facilitate completion of “client prepared schedules”
  • Perform review of draft financial statements & related reports
  • Respond to audit findings

Tax Readiness

  • Serve as liaison with tax return preparer and management/staff
  • Coordinate the preparation of annual tax return with outside tax preparer
  • Perform review and analysis of returns prior to filing
  • Prepare work papers supporting the annual tax return
  • Facilitate completion of “client prepared schedules”
audit and tax
Financial Education and Training

Education & Training

Our education and training services can be utilized during corporate retreats, board of director meetings, and conferences. We provide education and training in the areas of:

  • Small business accounting infrastructures
  • Financial management governance
  • Government contractor compliance matters

Let Gagné Associates help you get back to YOUR business.