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Finance Operations
The core of any great financial partner is sound bookkeeping, accounting, and finance management.
Bookkeeping
- GAAP management of Client books
- Transaction management
- Monthly account reconciliation
- Process payroll and expense reports
Accounting
- Monthly close
- Maintain inventory, fixed assets, and balance sheet
- Cash flow management and forecast
- Standard monthly reporting
- Register and maintain business registrations and annual filings as appropriate
- Sales & Use tax calculations &submission
Finance Management
- Business insight: Budget, Forecast, Long Term FinancialPlanning
- Income Tax Prep Readiness &Coordination with Tax CPAs
- Review critical contracts of the company
- Support risk mitigation strategies