| •
|
Start-Up Business |
| • |
Business Structure
advice |
| •
|
Budget preparation
|
| • |
Assistance with purchase
or lease options for equipment |
| •
|
Review of financing
plan options |
| |
|
| •
|
Accounting system selection
and implementation assistance |
| |
|
| •
|
Periodic updates and
maintenance of the established accounting
system. |
| |
|
| •
|
Cash management and
financial guidance |
| |
|
| •
|
Periodic Financial
Report preparation |
| |
|
| •
|
Preparation of financial
statements for loan financing applications
|
| |
|
| •
|
Tax planning |
| |
|
| • |
Accounting and bookkeeping
services, including but not limited
to the following: |
| • |
Accounts payable |
| • |
Accounts receivable
|
| • |
Cash management |
| • |
Bank Reconciliation
|
| • |
Payroll Processing
|
| • |
Financial reporting
|
| • |
Record transactions
in the accounting system. |
| • |
Review transactions
input into the accounting system by
the client periodically to ensure proper
classification |
| • |
Periodic financial
statement preparation |
| • |
Tax Return Preparation
|
| • |
Annual Tax Return v
Periodic payroll returns |
| • |
Estimated Tax returns
|
| • |
Tax Planning |
| |
|
| • |
Process improvement
advice for growing accounting departments
|
| |
|
| • |
Policy and procedure
manuals for administrative and accounting
processes to aid in the appropriate
training of financial staff |
| |
|
| • |
Efficiency analysis
of an accounting department to ensure
effective use of staff and resources.
|
| |
|
| • |
Benefits planning for
the organization |
| |
|
| • |
Outside Controller
services |
