Service Levels

• Clean up inaccurate bookkeeping
• Record transactions – bookkeeping
• Install/ improve software
• Revamp financial reports
• Recruit and train
• Diagnose accounting problems
• Improve accounting processes

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 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