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CAREERS
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• Prepare audit and tax return information
• Report financial results to lenders
• Set up budgets
• Prepare financial projections
• Set up and monitor cash flow projections
• Evaluate and bid out insurance coverage
• Hire/manage accounting staff
• Implementation of small business
bookkeeping software, including Quickbooks and Great Plains
• Entity selection
• S-corporations
• C-corporations
• Partnerships
• LLCs
• Sole proprietors
• Cash reconciliations
• Deposits
• GL entries
• A/P and A/R
• Payroll processing
• Sales and use taxes
• Fixed asset reporting
• Monthly financial reporting
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• CFO services
• Cash management
• Budgeting
• Board reporting
• Outside perspective
• Set up bank relationships
• Obtain financing
• Select the appropriate tax structure
• Evaluate potential purchases
• Set up accounting records and software
• Creating a business plan that
answers/provides:
- Where should your business be in
one/three/five years?
- What needs to happen to get there?
- What do we need to measure to manage
your success?
- SWOT analysis
(Strengths, Weaknesses, Opportunities,
& Threats)
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