Sharpening Business Focus through Accounting and Finance Solutions
Family Business & Emerging Entrepreneurs
As
a growing organization, you need reliable financial information that helps
you make sound business decisions. We provide consulting services for
your organization in as little as a few hours a month.
Services
- Business plan development
- Preparing comprehensive financial projections including budgeting and cash flow forecasting
- Policies and procedures manual
- Assist in the development of uniform standards in the form of written policies and practices to serve as a reference for existing employees and a guide for new employees
- Loan application packages
- Assist in gathering of pre-application information, review the current business plan and help with the compilation of an appropriate loan package
- Managing accounting staff
- Assist with the month-end close process, maintaining the general ledger
- Internal controls review
- Assess existing accounting policies and procedures to identify vulnerabilities in the company’s business processes. We will recommend approaches to correct or mitigate internal control weaknesses as well as possibilities for optimization of procedures
- Outsourced accounting
- Manage non-core business processes including general accounting; account reconciliation; AP and AR processing; payroll; fixed asset accounting; project accounting; and financial and operational reporting
- Development of business metrics
- Identifying critical financial measurements and creating regularly scheduled reports
Our Family Business & Emerging Entrepreneurs services help you to navigate through typical issues of planning, starting, and managing the financial aspects of a small business.