GROWING BUSINESS

  • Monthly Accounting Services
  • Monthly Financial Statement Preparation
  • Dedicated Accountant + Tax Advisor + Business Advisor
  • Quarterly Financial Statement Preparation
  • Annual Financial Statement Preparation
  • Payroll Support as needed, not payroll preparation
  • Respond to annual Workers Comp audits
  • File annual Personal Property Tax Return
  • Respond to Bank inquiries and request for LOC/Loan request
  • Proactive Tax Planning
  • Business Tax Preparation
  • 3 hours/month of high-level Strategic advice
  • Budget Preparation
  • Full AP & AR Support
  • Cash Flow Forecasting
  • Monthly and Quarterly Variance Analysis
  • Bi-annual Finance Strategy Meeting
  • Board/Management Meeting Presence
  • KPI metrics
  • CEO/CFO Dashboards
  • Generative AI insights (Harava Insights)

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