What's Included
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Create a strategic plan to ensure the right people are in the right seat at the right time
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Assist the company in establishing appropriate separation of duties
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Develop and oversee financial strategy, planning, and forecasting (both accrual and tax basis)
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Analyze financial statements to provide insights and guide decision-making
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Manage cash flow, budgeting, and financial modeling Identify cost-saving opportunities and improve financial efficiency
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Manage rollout & Implementation of new software, processes, and / or Integrations
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Serve as Admin / Provide support with third party Integrations
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Evaluate & Oversee accounting policies, internal controls, and compliance
Bookkeeping & Accounting Coaching
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One-on-one guidance to improve in-house bookkeeping accuracy and efficiency
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Coaching on general accounting principles, reconciliations, and reporting
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Support in optimizing accounting workflows and financial software usage
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Strategic advice tailored to the client’s industry, size, and operational goals
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Periodic check-ins to monitor progress and address emerging challenges
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Evaluate the company’s operations to identify staffing needs in the following areas:
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Accounts Receivable
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Accounts Payable
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Payroll
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Compliance
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General Accounting / Bookkeeping
Why It Matters
Numbers tell a story—our consulting helps you understand it and use it to plan smarter.
How It Works
Understand Your Goals
Assess
Options
Provide Guidance
Implement Soliutions