PERSONALIZED SERVICES | BENEFICIAL RESULTS

Accounting | Financial Consulting | HR

FINANCE & ACCOUNTING

  • Financial Reporting

  • Financial Analysis

  • Cash Flow Forecasting

  • Budgeting

    • Creation​

    • Budget vs. Actual

    • Budget vs. Forecasted

  • FP&A

  • Strategic Planning

  • KPI Indexing

  • Funding Agent

  • Payroll Administration

  • International Accounting

  • Multi-Currency Accounting

  • Accounting Team Management / Supervision

  • Data Entry

  • Bank Reconciliations

  • Tax Returns & Audits

  • Financial Research

  • Project / Goods Costing

  • Risk Reporting

  • Flash Reports

  • Liaison with independent auditors and tax preparers

  • Board Reporting

  • Board Presentations

  • Donor Meetings

  • Donor Reports

  • Donor Thank-you Letters

  • Finance Committee Reporting

  • Data Entry

  • Bank Reconciliations 

  • Fund Management 

  • A/R (invoicing)

  • A/P (bill pay)

  • Journal entries

  • 1099 Preparation

  • Year-End Tax Adjustments

  • Monthly & Year-end Close

OPERATIONS & HR

  • Policy Writing & Reviewing

  • Handbook Creation

  • SOP documentation

  • Annual Reviews

  • Employee Goal Creation 

  • Hiring and Terminations

  • Write and/or Review of Standard Operating Procedures

  • Process Improvements & Automation

  • Implementation of products and/or services

  • Department(s) Assessments

  • Team training

  • New Business Setup

  • New accounting software setup

  • Job description writing

  • Candidate interviews and selection. 

  • Benefits Administration

    • 401(k)/Roth​

    • FSA

    • Healthcare

    • Dental/Vision

NEED MORE?

The above lists are only a fraction of the services we offer. This a la carte menu can be meshed together in any way. We can also be retained for ad hoc work that is ever changing.

 

Address

We operate remotely in all 50 States with the HQ office in Lake Mary, FL

Contact

(321) 926-3872

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