With our outsourced accounting and CFO services, you can expect regular interactions regarding your financial operations from a dedicated team serving your organization. Our service levels are fully customizable to meet the needs of the organization and can include any or all of the items below:
Accounting
- Credit Card Management
- Recording of Deposits
- Monthly Account Reconciliations
- Journal Entries
- GAAP Adjustments
- Audit Preparation
Financial Reporting
- Monthly Financial Statements
- Monthly Financial Write-Up and Analysis
- Production of Annual Financial Reports
- On-request Financial Reporting
Payroll
- Payroll Processing
- Time Sheet Management
- Payroll Tax Filings:
- State and local tax filings
- 941s
- W2s and 1099s
Accounts Payable Processing
- Cloud-based A/P processing designed to increase flexibility while enhancing internal controls.
Planning & Analysis
- Forecasting
- Variance Analysis
- Budgeting
- Trend Analysis and Reporting
CFO
- Board Presentations
- Bank Negotiations
- Process Improvements
- Financial Recommendations