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Service Levels
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Service Level 1
- Clean up inaccurate bookkeeping
- Record transactions – bookkeeping
- Install/ improve software
- Revamp financial reports
- Recruit and train
- Diagnose accounting problems
- Improve accounting processes
Service Level 2
Service Level 1 plus:
- Tighten reporting cycle
- Prepare and analyze daily, weekly & monthly financials
- Budgeting and cash flow forecasting and management
- Develop accounting staff
- Negotiate with lenders
- Monitor working capital needs
- Purchase negotiations
- Management accounting – e.g. product costing, break-even analysis, metrics
- Improve profits and liquidity
Service Level 3
Service Level 1 and 2 plus:
- Ensure compliance with GAAP and all applicable regulatory requirements
- Develop, implement, and maintain financial controls, policies, and processes
- Coaching and lead F & A function for accountability
- Audit preparation services- 2nd accounting firm
- Set up financial modeling/forecasting capability
- Business & Strategic plans
- Oversee HR and IT
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