Services


Accounting/ Bookkeeping Services

 
  • Bank and Credit Card account reconciliations

  • Monthly review of transaction detail

  • Detailed financial reports delivered every month


Accounting Systems Set-up and Training

 
  • Set-up accounting system

  • Set-up customized chart of accounts

  • Review and set-up of accounting processes and best practices

  • Provide training for internal staff on accounting systems


Strategic Planning

 
  • Review and analyze company financial statements

  • Review organization and processes

  • Facilitate strategic planning session

  • Identify top company initiatives

  • Implement structure for success

  • Provide accountability for reaching goals


Fractional CFO/Performance Management

  • Regular financial review

  • Operational review

  • Review of progress and goals

  • Define and track key company indicators