Services
We Offer a Full Range of Services for Your Business Requirements.
There is always a solution
Financial Management
Our financial management services include:
Advisor to CFO and/or CEO
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
Liaison to Board of Directors, Bankers and other Third Parties
Audit & Tax Readiness
We work with clients to comply with external audit & tax requirements, including:
Audit Readiness
Manage audit process
Facilitate completion of “client prepared schedules”
Perform review of draft financial reports
Respond to audit findings
Serve as liaison with auditor and staff, management, and board of directors
Tax Readiness
Serve as liaison with tax professional and management
Perform review and analysis of returns prior to filing
Prepare work papers supporting the annual tax return
Facilitate completion of “client prepared schedules”
Coordinate the preparation of annual tax return with outside tax preparer
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