No data item is outside my perusal for subjective analysis
Bookkeeping: prepare & manage daily transactions & monthly reconciliations
Payroll: Management of payroll and taxes via external provider
Planning: Detailed reporting and advice to support growth & control of it
Payables & Receivables: Management of supplier and customer invoices
Reporting: Monthly, Quarterly, Semi and Annual customized
Income Taxes: Personal & Family, Small Businesses & Partnerships
Other Filings: Multi-state Sales Tax and required Annual Filings
External Reporting for Lenders
Proceedings: Analysis and reporting on varied needs for those involved in litigation, or for judicial knowledge basis
Recordkeeping: Retention of organized digital &/or physical filing of records, including scanning
Reporting: Help owners & family make informed decisions
Capital Fundraising: Advise on seeking equity to help grow your business and help managing cash
Insurance Claims: Detailed analysis to support submission of claims or verify claims for assurance purposes,
will travel when necessary
Compilations with Independence
Data analysis and focused reporting. Bookkeeping and Financial Reporting.
Always Available via phone
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I do not normally immediately respond
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