Business Advisory

Reliable supporting numbers are the basis of reports used to determine how well your business has done in the past as well as providing an indication of where you are trending in the future. Our firm offers a variety of services to assist your company and ensure your accounting information is properly categorized and entered in a timely fashion in the correct reporting period.

Businesses without the resources to hire a full-time Controller often take advantage of our CFO for a Day service. This involves a professional from our firm coming out to a client’s office and working within your accounting system to assist with closing the books for a month or quarter. At the end of the day we will sit down with the owner and review the in-house financial statements and other relevant reports.

Other services business often outsource to our firm include software selection, implementation and optimization. We do not accept referral fees or commissions from software vendors so you can rest assured what is best for your business is our highest priority in making the critical choice for accounting software. We have experience in many different industry specific accounting systems in additional to being a QuickBooks Pro Advisor.

Business Advisory Services provided include:

  • Develop and implement accounting controls and procedures
  • Month-end or Quarter-end close services
  • Accounting software selection, implementation and support
  • Bank and general ledger reconciliations
  • Bookkeeping
  • Developing and maintaining chart of accounts
  • Setup financial statement, project and job budgets
  • Setup cash flow models to anticipate future financing needs
  • Assist buyers with due diligence in a business acquisition