Services

Are you ready to get organized?

Contract CFO Services

Coordinate the hiring, training & monitoring of accounting staff to ensure proper and timely data entry, job costing, and GL maintenance. This way owners & managers review financials that are based on correct information. Take the responsibility of building and managing an accounting department away from the client. Systems Implementation: Quickbooks, Peachtree, MS Dynamics GP, Inventory & Time tracking systems

  • Staffing
  • Training
  • Management
  • Monitoring

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Reporting

Periodic performance reports suited to a clients need. Creation of standard financials and custom metrics, and providing reports to lenders and investors. Budgets & Forecasting Assistance in creating budgets and forecasts as well as putting policies and procedures in place to meet them. Creation of variance reports for analysis.

  • Financial Statement prep
  • Metrics
  • Financial Planning & Analysis¬†
  • Variance reports

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Taxes & Compliance

Partnership, LLC and Corporate tax returns filed and creation of K1s and 1099s. Strategize to maximize changing tax benefits in the short-run, whileminimizing tax liability in the long-run. Using tax strategic benefits to incentivize and compensate employees while saving them and the employers money. Keeping up on changes in the tax code as well as state and local compliance and filings.

  • 1120s
  • 1065s
  • K1s
  • 1099s Research

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One thought on “Services

  1. Vincent Burokas - August 22, 2017

    I’m starting a small business and need some accounting advice/services. Would you be able to connect me with someone who could potentially help me out?

    The company is primarily consulting, but I also build and sell machinery/equipment which I custom build (automation/robotics).

    Herein lies the complexity, buying components, reselling, taxes?

    I’ve already formed an LLC and opened a business bank account. Now I need to structure the business for taxes and need ongoing help moving forward.

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