PERSONALIZED SERVICES |Â BENEFICIAL RESULTS
Accounting |Â Financial Consulting | HR
FINANCE & ACCOUNTING
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Financial Reporting
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Financial Analysis
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Cash Flow Forecasting
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Budgeting
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Creation​
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Budget vs. Actual
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Budget vs. Forecasted
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FP&A
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Strategic Planning
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KPI Indexing
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Funding Agent
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Payroll Administration
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International Accounting
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Multi-Currency Accounting
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Accounting Team Management / Supervision
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Data Entry
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Bank Reconciliations
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Tax Returns & Audits
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Financial Research
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Project / Goods Costing
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Risk Reporting
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Flash Reports
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Liaison with independent auditors and tax preparers
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Board Reporting
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Board Presentations
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Donor Meetings
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Donor Reports
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Donor Thank-you Letters
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Finance Committee Reporting
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Data Entry
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Bank Reconciliations
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Fund Management
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A/R (invoicing)
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A/P (bill pay)
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Journal entries
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1099 Preparation
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Year-End Tax Adjustments
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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.