Quickbooks consulting & installation
- Choosing the right accounting software
- Setting up an initial Quickbooks file with a robust chart of accounts
- Services related to moving from one accounting structure or method to another
Outsourced accounting services
- Process daily/weekly receipt and disbursement transactions
- Monthly closing process:
- reconcile bank statements
- reconcile other balance sheet accounts
- record accrual basis adjusting journal entries
- record non-standard adjusting journal entries
- Payroll services
- Assist with annual attest work performed by outside accounting firm
- Job costing and AIA billing assistance
CFO services
- Cash flow analysis
- Produce internal financial statements for management
- Provide customized reporting
- Assistance with Board meetings
Budget preparation, management & other analysis
- Budget preparation
- Grant accounting assistance
- Analysis of P&L activity
human resources consulting & finance personnel recruiting
- Health plan implementations
- 401(k) plan assistance
- Recruiting employees