See how we can help

Business Modeling, Forecasting, and Analysis, i.e. budgets, business plans, new business analysis

Cash Management i.e. cash flow analysis, establishment of banking relationships, line of credit negotiation

Merger, Acquisition, Sale, and Due Diligence Services i.e. exit strategy, deal structure and negotiations

Profit Improvement, Planning and Restructuring i.e. cost analysis, expense reduction programs, vendor negotiations

Staff Development i.e. mentoring, training, coaching 

Accounting Operations i.e. experienced help with procedures, reports, people management and accounting issues,      creation or improvement of your monthly closing checklist, support, leadership and/or performance of daily accounting activities

Audit, Review, and Compilation Support and Management i.e. assistance with understanding the external auditors’ work, completion of accounting information necessary before the audit/review/compilation begins

Systems and Process Assessment i.e. review and analysis of financial systems, practices and staff and recommendations for improvements

Implementation & Accounting System Conversion Services i.e. system implementation, data conversion assistance, project management, training and tool development

Accountants who can process monthly and year-end closing transactions and reports, preparation of tax information for tax compliance and tax planning

Bookkeepers who process daily transactions (i.e. paying vendors, entering customer payments), complete bank reconciliations, payroll, and payroll tax reporting.