Business projections

Cash flow planning and predictions

Budgeting, Forecasting and Variance Analysis

Competency in answering financial/accounting questions

Review contracts and help work with Banks for loans

Development of financial processes and metrics

Financial management of growth and rebound phases, including acquisitions and expansions

Strategic direction, forecasting, and solutions

Streamlined processes

Tax planning and audit facilitation

Wealth preservation and wealth creation guidance

Workflow assessment and mapping

Internal Controls to reduce the risk of fraud and theft

Bank, PayPal, merchant account, and credit card reconciliation

Invoicing, accounts receivable management, and collections

Bill pay, and accounts payable management

Preparing Financial Statement

Adjusting journal entries

Sales tax reporting and payment

Customer and vendor management

Workers compensation audit

Year-end and quarterly tasks

Workflow improvement

Evaluate your software and accounting needs.

Recommend software and hardware requirements.

Install software

Set up a chart of accounts and payroll, accounts receivable, inventory, accounts payable, etc

Upload Product and services items, inventory parts, non-inventory parts, other charges and sales taxes

Enter opening accounts receivable and accounts payable balances

Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date

Provide overview training for software.

Tax planning and consulting

Prepare and file individual tax returns

Insure tax returns are free of error to prevent any issues with IRS.

Help show you how to adjust your payroll withholding to get more money back each week.