Financial statement preparation to include working with staff to close the books and performing monthly reconciliation services to provide accurate statements including balance sheet, income statement, and statement of cash flows
Financial statement analytical analysis,
including ratio analysis, trend analysis, and identification of opportunities
Income statement and balance sheet
forecasting
Cashflow management, analysis and strategic
planning
Tax planning services to ensure the most efficient
tax rates
Accounting assistance and training for staff
Analysis of financial internal control structure
and implementation of improvements
Analysis of personnel policies and procedures
and assist in implementation of approved changes
Assist with negotiation of insurance and banking relationships
Review contracts for services with suppliers
Provide an experienced accounting staff on site
for up to 10 hours/week
CPA available for on-site meetings with business
owner once per week for up to 4 hours/week
Individual tax return for shareholders/members
Analyze business processes and controls to optimize efficiency and increased production
Supply chain optimization through review of purchasing procedures, contractual relationships, and forward buying
Review and update inventory controls and optimization of inventory levels and carrying costs
Technology review and implementation to streamline operations and create cost cutting efficiencies
Production overhead analysis and optimization
Analyze labor force and examine current workflows for improvements and optimization of cost percentages
Analyze labor burden for efficiency