CFO Services
• Improve cash flow management through high-level forecasting
• Creating budgets, long-term financial plans, and scenario planning.
• Setting up metrics to monitor business health
• Preparing the business for sale or leadership transition
Controller Services
• Streamline the month-end close process
• Establish internal controls to mitigate fraud risk and errors
• Ensure accurate, timely financial reporting
• Prepare for an external financial audit
Bookkeeping Services
• Customer invoicing and payment collection—vendor bill entries and payments
• Tracking and categorizing transactions—monthly reconciliation of accounts
• Sales taxes filings and remittances—property tax filings and payments
• Maintaining chart of accounts—providing financial reports
Payroll Services
• Tracking employee time and attendance—employee and contractor payments
• Payroll tax withholdings and remittances—payroll tax 940/941/944 form filings
• Employee W-2 form filings—independent contractor 1099 form filings
HR Services
• Recruiting, onboarding, and training employees
• Administering health insurance, retirement plans, and other employee benefits
• Ensuring adherence to labor laws and employee handbooks
• Managing employee relations
Administrative Services
• Organizing and maintaining digital and physical files
• Managing calendars, booking appointments, and coordinating meeting logistics
• Handling correspondence and responding to emails
• Processing paperwork and performing data entry
Accounting errors cost your business money. Common errors include overstating revenue, overlooking and miscategorizing expenses, double bill payments, uncollected customer payments, miscalculated sales tax collections and payments. Overpayment or underpayment of income taxes may occur which could result in tax audits, penalties and interest.
Relying on inaccurate financial statements may lead to missed opportunities and misguided
business decisions. This may impact you directly as a business owner or leader in the decisions that you make to grow your business. It may also affect the decisions made by third parties who review your financials, e.g. bankers assessing a business loan application or potential investors.
Proper management of human resources and payroll minimizes risk. Many organizations underestimate the importance of it as they grow in size. Inconsistent practices and documentation in accordance with employment laws can make your business vulnerable to lawsuits.
