Controller/CFO assistance and consulting

• Management of finance and accounting infrastructure, including establishing processes and procedures
• Cash flow management and planning
• Budgeting and forecasting
• Financial, business, and strategic planning and implementation
• Financial statement preparation for yearly financial audit and tax preparation
• Monthly financial review with management

Accounting Outsourcing

• Assistance with Accounts Receivable, Accounts Payable, and collections
• Bank reconciliation
• Month end closes and account reconciliations
• Preparation of monthly financial statements

Payroll

• Calculate paychecks and payroll taxes for each payroll cycle
• Prepare payroll checks or submit payroll through direct deposit
• Assist with paying payroll taxes
• Preparation and filing quarterly payroll reports
• Prepare annual W-2s and other payroll reports

Tax Consulting/Compliance – individuals and small businesses

• Yearly tax filings
• Consultation on effective tax savings strategies
• Tax planning and review – on a quarter and/or monthly basis