| |  - Business Startups
- From formation, licensing requirements, and initial filings to your day to day operations.
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- Sales and Acquisitions
- Due diligence, schedules and recommendations.
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- Business Wind-Downs (dissolution and withdrawals)
- Required forms and filings, tax returns, clearance certificates etc.
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- Software Conversions
- Ensure data transfer integrity and establish policies, procedures and training for new system (s).
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- System Integration and Streamlining
- Implement cost saving changes, eliminate duplication of effort, ensure segregation of duties and develop time saving templates and visual basic programs.
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- Training, Development and Documentation
- In the areas of, but not limited to, finance, operations and human resources.
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- Operational and Financial Auditing
- Work with outside auditors and agencies on your behalf. Ensure your company is in compliance and has the necessary records and forms.
- We develop in house schedules that help you save time and money on your annual audit.
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- Regulatory Reporting and Compliance
- Include, but not limited to, the areas of Finance and human resources. Including but not limited to forms, manuals, workbooks and templates.
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- Preliminary Tax Work
- We act as the intermediary between your company and your tax accountant. We review your books and assist you with putting them in order at year-end.
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- Cash Management and Collections
- Establish banking relationships, lockbox setup, zero balance accounts, controlled disbursements, automated reporting and reconciliation of bank accounts. Credit establishment, debt restructuring and payment workouts with vendors. Collections on past due accounts.
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- Interim Controller Duties
- Ensure your day to day operations run smoothly whether your company is in the process of hiring a new or replacement controller (or other financial executive) or is not large enough (yet) to warrant a full-time staff member.
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- Special Projects
- Including but not limited to 1099 and 1098 processing, loan servicing system conversions.
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- Preliminary Tax Work
- We assist you in preparation for your tax appointment. We review your books and information, we ask questions and work with you on keeping better records and planning for the future.
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- Bookkeeping
- We can perform the bookkeeping service for you or assist and teach you how to set up a bookkeeping system for better tracking of your financial and tax information.
Call us today at: (760) 625-5549 or email us at:
questions regarding this website please contact:
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