Whether you need to supplement your current staff or are considering replacing your staff, our goal is to relieve you of both the management and overhead costs related to accounting functions, providing you with speed, accuracy and efficiency. Our web-based accounting department manages paying bills, invoicing and receiving customer payments, processing payroll and payroll tax returns, producing W-2’s, bank and credit card reconciliations, short term cash flow tracking, calculation of accrual, depreciation and amortization and preparation of timely company financials.
Monthly Write Up
If you have in-house staff who handle basic bookkeeping tasks, our Controller & CFO can add value by reviewing your financials on a monthly basis, providing you with a timely and accurate picture of your cash flow, profit and balance sheet accounts. This service also includes the recording of all necessary accounting entries and adjustments, maintaining the Chart of Accounts and General Ledger, and preparing reports to provide insightful guidance.
Reporting and Analysis
We will help you track and manage your company’s financial position by creating accurate and timely financial reports and using long-term cash flow modeling tools so you can see where you are and where you are headed. These advisory and consulting services, on strategic matters, provide you with experienced counsel that can serve as a safeguard against poorly-informed or incorrectly framed fiscal decisions.
Budgeting and Forecasting
Our interactive tool assists with financial forecasting and budgeting. It provides you with timely knowledge of your company’s financial position and includes a long-term cash flow model. The “what-if” scenarios allow the ability to experiment with varying strategic, proactive decisions that can help you increase profitability and virtually eliminate “fiscal surprises.”
Systems and Procedures
If your accounting system is not managing your needs, we will analyze your current system and processes, recommend and install a more compatible system and create the most efficient processes for your new workflow. After data migration, we will suggest “best practices” for utilizing your new system and train your staff for it's use.
SaLT (State and Local), Sales & Use, Personal Property, Corporate Annual Reports as well as Individual and Corporate State and Federal returns are filed both timely and compliant. Income tax planning for businesses and owners as well as for individuals, who have complex and/or unusual personal financial situations, minimize the amount of taxes owed. Our preparers receive ongoing training to stay aware of the ever-changing federal & state income tax laws, with emphasis on changes that can affect you and your company.
Ready to learn more? Contact us today for a complimentary consultation.