Bookkeeping

• Organize and reconcile financial records
• Prepare financial reports

Organizational Review

• Review roles and responses
• Is accounting system designed to support business
• Efficiency review

QuickBooks Consulting

• QuickBooks Pro Advisor
• Product Selection
• Initial Set Up
• Data conversion
• Data clean up
• Training
• System set up
• Business Process Development

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Audit Support

• Develop audit work papers
• Assist owners through audits
• Workers comp. audits

Purchase of Business

• Establish accounting systems
• Contract review and development
• Business and Accounting System selection and implementation

Chief Financial Officer – CFO

• Oversee staff
• Develop business process document
• Develop and implement best practice business procedures
• Financial modeling
• Staff augmentation
• Financial reporting
• Business Intelligence Systems
• Vendor relations
• Bank relations
• Contract reviews
• System selection, implementation, and integrate
• Key Performance Indicators (KPI)
• Business Valuation
• Position Business for Sale
• Market Business
• Contract Reviews
• Buyer Screening
• Job Description Development
• Pay Plan Development
• Cash Management
• Treasury Systems
• Work with CPA on developing and implementing of tax strategies

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