Offering the following strategic financial services for entrepreneurs, small established businesses and larger corporations:
New Business Formation
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business is sustainable. A plan is needed to fulfill your dream or goal of being your own boss and running a successful business.
We help you…
*Prepare an initial business plan to clarify your marketing, management, and financial accounting.
*Determine your start-up capital needs, and identify if any backup sources are needed.
*Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.
*Prepare a Cash Flow Report so you know exactly how much money you need to keep the business alive each month for the first few years.
Small Business Accounting
Full Charge Bookkeeping services including, but not limited to, the following services:
*Bank/credit card reconciliation,
*Month End closing and generating financial statements.
*Maintaining a clean General Ledger which will make for easy quarter/year end tax reporting.
These tasks form the solid foundation of your small business accounting system. This package comes with unlimited phone & email consultations and if you feel as though you need more help, you can customize this package of services you receive by adding other services (listed below).
Part-Time CFO/Controller services
This service is designed for small to middle market businesses that could benefit from the skills of a highly qualified CFO/Controller but who choose not to make the full-time investment in one.
The primary goal of this service is to help clients manage and grow their businesses more effectively. It is specifically designed to help you find your way toward business success by improving the quality of financial and management information.
Some benefits of this service include:
*Business and/or Strategic plan development and implementation
*Merger, acquisition and joint venture planning
*Financial modeling and forecasting
*Budget planning, coordination and preparation, analysis of product and/or specific customer profitability, rationalization of divisions, plants or product lines and disposition where appropriate,
*Improvement of cost and quote systems, inventory management,
*Investigation of outsourcing possibilities and strategic business planning.
Audits/Reviews & Risk Mitigation
From a review of internal controls to communication with third parties an objective review and methodical examination of financial statements, an audit provides the highest level of assurances and recommendations for risk mitigation for a business.
Cash Flow Management, Refinancing, Fundraising, Budgeting & Projections and Strategic Planning
The reason that budgets, financial plans, projections and sales are so highly emphasized in businesses of all sizes is that cash makes the entire system work. By analyzing historical cash flow data we can create a pattern of spending, both for short-term (weekly/monthly) to long term cash flow projections. By using this method, we can create a working budget to incorporate into your 3-5 year business plan, creating reachable milestones and help develop the necessary capital strategy to meet your business goals.
For a more specialized quote on project-based work, or if you have any questions, please contact us here.