Strategic planning & budgeting

Bookkeeping services

Implement Operational processes and efficiencies

Client Profitability Analysis

Expense management – ensure costs are segregated, low, and worth the money

Cash Flow Forecasting

Provide staffing advice, ensuring profitability maintains while making necessary hires

Manage/provide guidance on AR, AP, Payroll and Cash Flow

Track monthly results and provide analytical metrics in a customized monthly reporting pack

Track Utilization stats

Manage the relationships with your bank, insurance, and external auditors

Provide a trend analysis on your company’s revenues, expenses and profit margins

Start-up company formation advice

Training on Microsoft Office products (Excel, Word, Powerpoint etc.)

Analyze optimal Employee salary/commission structure for your company

Maintenance of General Ledger and ensuring accounting records are kept in accordance with GAAP

Provide internal control guidance to safeguard assets and improve operational processes

Attend finance committee meetings. Also, work one on one with all leadership team members

Assisting in digestion of financial information to help value your company and meet goals to achieve desired liquidity