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Business projections
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Cash flow planning and predictions
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Budgeting, Forecasting and Variance Analysis
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Competency in answering financial/accounting questions
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Review contracts and help work with Banks for loans
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Development of financial processes and metrics
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Financial management of growth and rebound phases, including acquisitions and expansions
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Strategic direction, forecasting, and solutions
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Streamlined processes
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Tax planning and audit facilitation
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Wealth preservation and wealth creation guidance
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Workflow assessment and mapping
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Internal Controls to reduce the risk of fraud and theft
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Bank, PayPal, merchant account, and credit card reconciliation
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Invoicing, accounts receivable management, and collections
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Bill pay, and accounts payable management
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Preparing Financial Statement
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Adjusting journal entries
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Sales tax reporting and payment
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Customer and vendor management
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Workers compensation audit
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Year-end and quarterly tasks
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Workflow improvement
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Evaluate your software and accounting needs.
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Recommend software and hardware requirements.
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Install software
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Set up a chart of accounts and payroll, accounts receivable, inventory, accounts payable, etc
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Upload Product and services items, inventory parts, non-inventory parts, other charges and sales taxes
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Enter opening accounts receivable and accounts payable balances
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Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
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Provide overview training for software.
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Tax planning and consulting
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Prepare and file individual tax returns
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Insure tax returns are free of error to prevent any issues with IRS.
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Help show you how to adjust your payroll withholding to get more money back each week.
