OUR CORE SERVICES

 
 
 
  • Full suite bookkeeping/accounting services

  • Monthly/Periodic close w/ financial statements, variance, and KPI analysis

  • Financial Statement clean up and restatement

  • Establishment of cash and process controls with risk mitigation approval process

  • Technical accounting procedure treatment and analysis

 
  • Accounting system automation and technology implementation

  • Accounting Department process, protocol, documentation, and training programs

  • Operational process mapping, analysis, and improvement implementation

  • Client, product or project margin and utilization reporting and analysis

  • Forensic accounting analysis for loss prevention and internal investigations

 
 
  • CFO advisory, insights, and guidance

  • Budget construction, tracking, and analysis

  • Forward-looking projections, forecasts, and cash flow models

  • Pro forma financial modeling

  • Treasury management strategies to optimize company financial position

 
 
 
  • Due diligence on prospective business purchases/sales and other transactions

  • Startup strategy consultation and business plan review

  • Financial audit preparation and guidance

  • Strategic project management for harnessing data capture for proactive business decision making

  • Lease planning, comparatives, negotiation strategy

Additional Offerings

  • Margin analysis and reporting on a total book of business, as well as individual customers/clients

  • Utilization reporting for staffing and project efficiencies for service type businesses

  • Detailed COGS & Labor analysis based on daypart and seasonal staffing efficiency

  • Staff training and migration to in-house accounting department should growth and company trajectory deem it necessary