Year-Round Tax Planning, Entity Structure Optimization, S-Corporation Election & Maintenance, Tax-Efficient Business Strategies, Tax Law Change Updates
Review and walkthrough of financial performance and position with ownership & leadership, Financial planning, projection, pro forma financial statements, etc (FP&A), Interaction with creditors, investors, auditors, and stakeholders on your behalf
Maintenance of general ledger, Monthly Reconciliations, Payroll, Accounts Receivable, Accounts Payable
US GAAP, Financial Statement Presentation, Disclosure, Revenue Recognition, Lease Accounting, Technical Accounting, Memo Writing, IPO/Registration, Audit Prep, SAB 99 Memo, CPE Services, Fractional CFO/Controller, Cost Accounting, Cost/Profitability Analysis, Cashflow Analysis, Process/Policy Development, Formalization of Accounting Function, Audit Project Management, Process Development, Framework Implementation, SOX Readiness, Weakness Assessment