QuickBooks and QuickBooks Online - Certified Intuit Pro-Advisor Assisting in the implementation of your accounting software. Consisting of company set-up, one on one user training and troubleshooting user issues.
Controllerships - Services include analysis of financial statements, general ledger account balances and activity. Discussion with management concerning results of comparison with historical data and trend analysis. May assist with preparation of bank reconciliations and prepared adjusting journal entries.
Cash Flow - Cash flow analysis and planning for financing, asset acquisition, and operations.
Budgeting and Business Planning - Planning in advance by having client meetings and thoroughly reviewing the expectations for the year with enough time to plan the alternative actions to be taken. Involved in helping clients to develop budgets for their business enterprises, as well as, their personal financial planning. Coordinating efforts of clients with financial institutions to restructure debt and plan for future needs.