Turning Data Into Strategy And Compliance
We begin this service by creating a healthy foundation with clarity in your financial statements. This financial backbone enables informed decision-making and strategic planning. Our bookkeeping practices will offer meticulously record keeping of all financial transactions, including sales, purchases, payments, and receipts. Creating a systematic process to ensure that every financial movement within the business is accounted for and a clear, accurate picture of its financial health is developed.
Our CFO takes this data to the next level by interpreting, classifying, analyzing, reporting, and summarizing financial data for strategic decision making. Creating vital data for stakeholders, including investors, creditors, and regulatory agencies, to understand the financial position and profitability of the business. Our long term goal for our clients is to create performance data for effective cash flow management, crucial for meeting obligations and planning investments.
The cornerstone of our service is a customized set of regular, timely, and accurate accounting reports. After performing a thorough review of your existing accounting and business objectives, we work our magic to provide customize reports to provide maximum insight.
By getting to know your business through our monthly accounting service, we can be very efficient when you need help with annual or specific, non-recurring tasks:
Help determine and establish a new business entity structure
Assemble a professional business plan to qualify for a loan
Develop a budget to guide decisions through the coming year
Report to financial institutions (e.g., loan covenant compliance and surety bond requirements)
Analyze variances between estimates and actuals for long term projects
Review and develop tax strategies (W2/K1 Ratio, Dividend Requirements and SE Tax)
One of our Controller / CFO level consultants becomes intimately familiar with your operation so that when challenges or opportunities arise, we can “parachute in” with additional consultative financial support. When it’s not needed, you pay nothing extra.