- Record and classify financial transactions
- Reconcile monthly accounts
- Interpret and analyze financial data
- Financial statement preparation and review
- Annual operating budget preparation
- Monthly forecast preparation
- Profit margin analysis
- Cash management to ensure financial stability & solvency
- Evaluate current accounting systems, processes, and procedures, to assure effectiveness and efficiency
- Evaluate current debt structure and assist with bank financing and small business loans
- Implement small business accounting software
- Implement scanning solutions for a paperless office
- Year-end preparation to assist tax accountant with tax filing
- Analyze & evaluate the current business structure
- Ensure internal controls are in place and operating correctly
- Documentation of internal controls
- Other tailored services to meet specific business needs
- Consultation