Services
Accounts Payable
>> Invoice Processing
>> Vendor Maintenance
>> T&E Management
>> Month-End Reconciliation
Accounts Receivable
>> Customer Billing
>> Collections
>> Cash Application
>> Month-End Reconciliation
General Accounting
>> Month-End Closing
>> Chart of Accounts Maintenance
>> Journal Entry Processing
>> Monthly Accruals
>> Allocations
>> Account and Bank Reconciliations
>> Fixed Asset Management
>> Financial Statement Preparation
Payroll
>> Payroll Processing
>> Employee File Management
>> Month-End Payroll Reconciliation to General Ledger
Monthly Business Reviews
>> Monthly meetings with company Executives to review Financials
Financial Planning & Analysis
>> Annual budget preparation
>> Quarterly financial forecasts
>> Monthly/quarterly cash flow forecasts
Special Projects/Additional Services
>> ERP implementation
>> Audit Support
>> POC Accounting
>> Project Controlling
>> Sales & Use Tax filings
>> Income tax filings support
Fractional CFO Services
>> Analysis and monitoring of the financial health of the business.
>> Offering expert advice on strategic decisions, investments, and expansion plans
>> Developing tax and financial strategies
>> Monitoring financial information to oversee risks.
>> Leveraging industry knowledge to set benchmarks and develop best practices.
>> Monthly meetings with company Executives to review Financials.
Project Management
>> Managing the project from start to finish, ensuring that it is completed on time, within budget, and to the required quality standards.
>> Work closely with the company’s management team to understand the project requirements, develop a project plan, and manage the project team.
>> Monitoring financial information to oversee risks.
>> Responsible for monitoring progress, identifying and mitigating risks, and ensuring that the project is delivered on time and within budget.
Fractional CFO Services
Let us be your Fractional CFO. We can provide financial management services on a part-time or project basis.
Fractional CFO services can include financial planning and analysis, budgeting and forecasting, cash flow management, financial reporting, tax planning, and strategic planning. We will work closely with the business owners or the management team to provide financial insights and recommendations that help the business achieve its goals.
Providing remote support, using cloud-based accounting software and other online tools allows businesses to access financial expertise without the need for a full-time, in-house CFO. Our Fractional CFO service can be a cost-effective solution for small and medium-sized businesses that need financial expertise but cannot afford to hire a full-time CFO.
Contact us so we can help you improve the financial management of your business, make better-informed decisions, and achieve your financial goals.
Benefits of outsourcing Accounts Payable:
1. Cost savings: Reduce costs associated with hiring and training in-house staff, software and hardware expenses, and other overhead costs.
2. Improved accuracy: Ensuring that invoices are processed accurately and on time, reducing the risk of errors and late payments.
3. Increased efficiency: Streamline the payment process, reducing the time and effort required to manage invoices and payments.
