Controller & Bookkeeping (Fundamentals)

Accurate recording & management of your financial data; reconciling accounts & producing timely financial statements that arm you with information you need to make strategic decisions for your business

Revenue & Accounts Receivable (AR)

Analyzing revenue streams, invoicing clients, & managing the invoice collection process to promote healthy cash flow

Expenses & Accounts Payable (AP)

Processing your payables, managing vendor documents, & ensuring an optimal expense reporting process

HR & Payroll

Processing payroll, employee benefit administration, & onboarding/offboarding; implementing time tracking systems

Compliance

Issuing end-of-year 1099s; filing sales tax, personal property reports, & secretary of state filings; assisting with financial audits & business insurance requests

Financial Planning & Analysis

Optimizing your budgeting & forecasting, developing KPIs, & improving overall financial management; providing a clear understanding of your financial performance

Strategic Financial Consulting

Securing debt capital, negotiating waivers & amendments with lenders, managing system conversions & implementations, & conducting financial risk assessments