CFO Consulting
  • 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

Bookkeeping Services
  • 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

Setup QB
  • 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 Consulting Services
  • 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.