EXPECTED RESULTS

World Class Accounting

On-boarding and systems cleanup
Perpetual Data Room owned by client
Data entry, reconciliations, payroll, HR, month-end close
Month-end tie-out system
Permanent audit trail
Locate/correct errors, add accruals, be audit ready

Improved Cash Flow

Cash forecasting, rolling cash forecasts
Capital needs templates,
Deep dive analytics for decision making
Start-up models, decks and decision tools

Quality Reporting

Full Financials - Balance Sheet, P&L, Cash Flow
KPI's, Scorecards, Benchmarking
Budget vs Actual, P&L Analytics
All built on fully tied-out, complete and accurate accounting data

Lower Taxes, Make a Difference, Give Peace of Mind

Annual tax planning, review and ideas
Put out fires so CEO can focus on product and brand
Responsive, organized, timely, accurate and dependable
Always searching for ways to add value
Internal controls, risk mitigation and corporate governance tools
Part of National Network of CFO's, CPA's and Resources
Can get answers, ideas and solutions to any owner issue

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