We take the time to understand your business to ensure accurate and efficient bookkeeping processes. We keep you informed along the way as we organize and reconcile financial records and convert those into timely reports for your business.

Organizational Review

We rely on our years of experience in the industry to determine if the roles and responsibilities utilized in your company are effectively defined and exercised. Accounting systems are vital to the success of any company, so we certify that your system is the best possible addition to accommodate your business model. We review the efficiency of your company to guarantee you are achieving the highest possible profit margin.

QuickBooks Consulting

QuickBooks can be confusing. Allow us to teach you how to use it, so you can spend less time learning it and more time investing in your business. Our certified QuickBooks Pro Advisors provide thorough training and guidance through all aspects of the program, from selection to implementation.

Audit Support

Audits can be stressful. With us, you will receive expert support throughout the process. We will work with your staff and information to organize the data into the schedules required to support an audit.

Purchase of Business

We walk you through the entire process of buying a business, from reviewing past results, to analyzing risk, to creating a business plan. You will be provided with a personally-designed financial model of operation as well as an implementation of business systems to effectively manage a business.

Sale of Business

Guardian CFO will create a marketing plan to put your business sale on the fast track. A summary of assets will be provided, as well as a business overview. You will be able to see a summary of past results as you make decisions on your sale. Guardian CFO will prescreen interested parties and will review any contracts before you sign the dotted line.

Chief Financial Officer – CFO

With over 20 years of experience, Paul can provide the following CFO skills:

• 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 tax strategies