- We install and set up QuickBooks solutions and other accounting packages that are appropriate for your environment and budget. Our offering includes:
- Evaluation of user requirements
- Assessment of application integration
- Selection of the accounting system
- Installation & setup of the right system
- Creation of relevant reports
- System testing & handoff
- Ongoing Support
- We
handle your monthly accounting so that your records are in order and current. Our services are:
- Quickbooks Accounting/Bookkeeping
- Journal entries
- Account Reconciliations
- Bank Reconciliations
- Software Generated Financials
- Interface with outside CPAs
- Our CFO team can both lead and facilitate these deliverables with supporting "what if" scenarios to enhance the process with the following deliverables:
- Consolidated and detail level annual plan projections broken out by geography, product/service offering and channel
- Detailed operating budgets including headcount and capital additions
- Sales forecasting
- Cash flow forecasting
- Variance analysis
- We can establish appropriate record keeping and controls to initially create and subsequently maintain good corporate records. Deliverables include:
- Accounting policies & procedures
- Board minutes
- Recommendations for all transaction documentation
- Internal control policies procedures and supporting audit trails
- Our offering covers the following:
- Financial statement compilation
- Management reporting that clearly presents "the condition of your business"
- Creation of polished Board Packages & presentations
- Reports & presentations for bankers, clients, investors and strategic partners
- Assistance with audits
- We can implement and provide ongoing support in these keys areas including:
- Financial reporting & SEC filings for publicly held companies
- Annual Reports & Proxy Statements
- Shareholder Meetings
- Investor Relations
- Analyst Conference Calls
- Our deliverables include:
- Private placement memorandums
- Road show presentations
- Introduction, interview and interface with investors & investment bankers
- S-1 and other SEC filings for public offerings
- Facilitation with accountants & lawyers
- Due diligence coordination
- Headed by a former KPMG tax director,
we provide thorough tax assistance in several key areas:
- Corporate, partnership, LLC and individual tax return preparation
- Comprehensive tax planning
- Quarterly Estimations
- Federal & state tax audit representation
- Strategic consultations on domestic and international tax
matters
- "What if" scenarios for domestic and international tax
structuring
- Tax Reviews and filing of amended returns
- Upfront transaction planning for both domestic and international
matters to optimize tax consequences and eliminate surprises
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