SERVICES
Business Management
When making informed decisions, my clients' goals are the top priority, on a daily basis. A full range of financial management services can provide a keenly analytical examination of your business operations and procedures to identify areas where performance can be improved and problems can be avoided.
Management of company financial administration, inclusive of the following:
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Evaluate the state of your financials, making recommendations and implementing improvements.
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Financial planning; comprehensive budgets and related operational controls.
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Financial analysis & reporting; year end coordination with accountants.
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Cash management and cash flow projections.
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Negotiation and implementation of contracts and letters of agreement.
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Advise and counsel on matters of legal representation, accounting, insurance and personnel.
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Employment Agreements.
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Review insurance for adequate & proper coverage.
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Implementation of credit card processing.
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On-site records management & storage.
As a courtesy to my clients, I will gladly refer accountants, attorneys, real estate brokers, insurance specialists and other business professionals as needed or requested.
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Professional Bookeeping
You can expect practical suggestions as well as creative ideas to cut costs and enhance your business development.
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Maintenance of accounts receivable, accounts payable and payroll processing.
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General ledger maintenance.
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Company invoicing.
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Collection account management.
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Auditing past transactions and bringing your books accurately up to date.
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Create a comprehensive Chart of Accounts, customized for your own business.
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Bank and credit card reconciliations.
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Processing payroll or integrating outside payroll services into your accounting system.
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Reporting payroll liabilities and taxes.
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Preparation of monthly Financial Statements.
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Month-end and year-end closing.
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Revenue and expense forecasting.
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Monitoring Cash Flow.
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Preparation and filing of Business & Sales Tax Returns.
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Processing year-end forms (W-2, 1099)
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Managing insurance, employee benefits, and Workers Compensation.
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Assisting in any loan (mortgage, line of credit) needs.
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Annual budgeting.