Our Services

At [Company Name], our team of seasoned accounting and auditing professionals is dedicated to delivering precise financial solutions tailored to your business needs. With a steadfast commitment to excellence, we provide insights that help drive informed decision-making and strategic growth.

Placeholder

Day-to-Day Accounting

1. Transaction Recording & Categorization

  • Accurate recording of all financial transactions (sales, purchases, receipts, payments)

  • Proper categorization in accordance with accounting standards and business needs

2. Bank & Credit Card Reconciliation

  • Regular reconciliation of bank and credit card accounts to ensure records match statements.

  • Identification and resolution of discrepancies

3. Accounts Payable & Receivable Management

  • Tracking and recording of incoming and outgoing invoices

  • Managing vendor payments and customer collections

  • Aging reports to monitor outstanding balances

4. Payroll Processing Support

  • Recording payroll entries and reconciling payroll expenses

  • Coordinating with payroll providers for compliance and accuracy

5. Financial Reporting

  • Preparation of monthly and quarterly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

  • Customized reporting for management and stakeholder decision-making

6. Sales Tax Tracking & Filing

  • Monitoring of sales tax liabilities by region

  • Assistance with timely and accurate sales tax filings

 

7. Year-End Support & CPA Coordination

  • Clean-up and preparation of books for year-end tax filings

  • Collaboration with external accountants and auditors as needed

8. Cloud-Based Accounting Systems

  • Setup and management of cloud accounting platforms (e.g., QuickBooks Online, Xero)

  • Real-time access and reporting for clients


Placeholder

HR

1. Talent Acquisition & Onboarding

  • Recruitment strategy and job postings

  • Interviewing and candidate selection support

  • Onboarding process design and execution

2. Employee Relations & Compliance

  • Employee handbook creation and policy updates

  • Compliance with employment laws and regulations

  • Conflict resolution and performance issue mediation

Placeholder

Fractional CFO

1. Strategic Financial Leadership

  • Develops and refines long-term financial strategies aligned with business goals

  • Translates vision into actionable financial plans, forecasts, and KPIs

  • Supports business planning, expansion, and transformation initiatives

2. Financial Planning & Analysis

  • Builds and manages financial models, forecasts, and budgets

  • Conducts variance analysis and performance reviews

  • Provides actionable insights to improve cash flow, margins, and profitability

3. Cash Flow Management & Forecasting

  • Designs short- and long-term cash flow models

  • Manages working capital, credit lines, and liquidity risks

  • Implements tools and controls to maintain financial stability

  

4. Business Performance Optimization

  • Analyzes revenue streams, cost structures, and operational efficiency

  • Recommends and implements profitability enhancements

  • Identifies underperforming areas and develops turnaround strategies

5. Mergers, Acquisitions & Exit Planning

  • Leads or supports due diligence, valuations, and negotiations

  • Structures deals, earn-outs, and financing strategies

  • Prepares financials and narratives for investors or buyers

6. Financial Reporting & Compliance

  • Oversees the preparation of accurate and timely financial statements

  • Ensures compliance with tax laws, accounting standards, and regulatory requirements

  • Interfaces with auditors, legal counsel, and financial institutions

7. Fundraising & Capital Structure Advisory

  • Prepares pitch decks, financial forecasts, and investor materials

  • Advises on equity vs. debt financing and optimal capital structure

  • Supports negotiations with lenders, investors, and stakeholders

8. Systems, Processes & Team Development

  • Assesses and implements accounting systems and automation tools

  • Builds finance teams and upskills internal talent

  • Introduces scalable processes and internal controls

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!