What can we do for you?
Consulting
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Part-time CFO or Controller
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Financial analysis of the financial health of your business
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Forecasting and projections for business plans
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Cash flow analysis
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Budgeting analysis to assist in growth and restructuring
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Industry benchmarking
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Succession planning
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Business entity consulting and formation
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Bookkeeping and general ledger guidance. We are trained in Xero, QuickBooks and Sage 50 (formerly Peachtree)
Tax Planning and Preparation
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Corporate, S-corporation, LLC and Partnership tax return preparation and compliance
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Tax preparation for business owners
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Tax planning for businesses and the business owners
Accounting Process Automation and Optimization
We collaborate with your controller and/or bookkeeping team to automate a greater portion of financial tasks. This includes enhancing process automation to streamline workflows and ensure financials are delivered more accurately and on time.
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Automate transactions
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Evaluation of accounting systems and software
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Automate bookkeeping processes
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Assistance moving to cloud based services
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Assistance with accounting procedures and processes
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Overhaul of chart of accounts