Gather Information
Up to 1 Meeting Per Month Month End Close Financial Statements Basic KPI’S QuickBooks Maintenance
GAIN INSIGHT
Up to 4 Meetings Per Month Month End Close Financial Statements Company & Industry KPI’S
Project Profitability
Customized Reporting
Cash Flow Analysis
Basic Budget
QuickBooks Maintenance
CREATE FORESIGHT
Up to 6 Meetings Per Month Month End Close Financial Statements Company & Industry KPI’S
Customized Planning
Driver Based Budget
12-Month Forecasting
Scenario Based Planning
Incentive Plans
Resource Planning
Banking Relationships
Debt Covenant Calculations
Strategic Planning
TAX PREPARATION & PLANNING
Tax Preparation
Tax Planning/Projections
Sales Tax Analysis
OUTSOURCED ACCOUNTING ASSISTANCE
Paying Bills
Invoicing Clients and Billing
Cash Flow Management
Purchase Orders
Payroll Processing
Employee Benefits
Contract Management
Employee Expense Reimbursement
strategic planning & leadership
Business Plan
Vision and Mission Statement
SWOT Analysis
Goals, Objectives and Tasks
Contact our experienced advisors today to learn more about working together.
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