Maintaining accurate financial records is crucial to the success of any business. Whether just starting up or an established business, we take on the daunting task of monitoring and recording your company’s financial transactions and completing accurate monthly financial statements. Let us allow you to focus on your current operations and future growth.
Contracted CFO Services
Our CFO service gives you a professional financial manager who works with you to help guide your business to success. Some of our services include:
- Provide strategic management of the accounting and finance functions
- Direct accounting policies, procedures, and internal controls
- Recommend improvements to ensure the integrity of a company’s financial information
- Oversee financial systems implementations and upgrades
- Manage relationships with investors and banking institutions
- Manage and coordinate the activities of external auditors
- Identify and manage business risks and insurance requirements
- Assist with the development of a business plan or strategic plan
- Work with your department managers to create the annual budget and periodic forecasts
- Create a business modeling tool that allows users to change input variables of the business to project future growth, profitability, and cash flow in a credible way
- Cash Flow management and projection
Bookkeeping
- QuickBooks set-up & training
- Maintaining accurate records
- Reconciling general ledger accounts
- Managing bank feeds
- Handling accounts payable
- Sending out invoices and managing accounts receivable
- Preparing internal financial statements
- Processing payroll
- Managing cash flow
Chris and his associates are highly qualified professionals. They are always available and are up to date on the ever changing nuances of tax and payroll rules. I’ve been fortunate to use their services for my business over the last seven years. I am so grateful to have them on my team to grow the business. I recommend them everywhere I go, and I always hear rave reviews from those I’ve sent their way. Thanks Chris and associates.
