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.
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
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
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
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