Bookkeeping (Virtual/Remote)
➢ Invoicing and Payments
➢ Account Payable
➢ Accounts Receivable
➢ Account Reconciliations
➢ Payroll Processing
➢ Data Entry
➢ Reporting
CFO Services: Financial Analysis
➢ Budgeting and Forecasting
• Cash Management & Planning
• COGS Budget
• Payroll and Non-Payroll Budget
➢ Revenue Projections
➢ Historical Clean-ups
➢ KPI Tracking
CFO Services: Accounting Analysis
➢ Month End Financial Reporting
➢ Expense Classifications
➢ Process Optimization
➢ Tax Preparation
➢ Historical Clean-ups
CPA Firm Resources & Back Office Support
➢ Provide Back Office Support or Work Directly with Clients
➢ Provide Clean-up & Adjust Clients
Financial Records During Busy Season
➢ Provide Reconciliations of Clients Bank, Credit Cards, Loans and Other Balance Sheet Accounts
➢ Prepare 1099s and 1096s at Year End
➢ Assist with Additional Reporting & Accounting Services
