1. Bookkeeping & Financial Reporting:
- Comprehensive bookkeeping services
- GAAP-compliant financial reporting
- Financial statement preparation
2. Financial Planning & Analysis:
- Budgeting, forecasting, and CF optimization
- Financial modeling and analysis
- Profit and loss (P&L) management
3. Tax & Compliance:
- State and local tax analysis and compliance
- Tax software implementation (e.g., Avalara)
- Regulatory compliance support
4. Business Strategy & Growth:
- Strategic planning for business growth
- Capital stabilization strategies
- M&A support and financial due diligence
5. Operational Efficiency:
- Process automation and optimization
- Financial controls and policy development
- General ledger oversight and reconciliation
6. Technology Integration:
- Integration of accounting software (e.g., QuickBooks, NetSuite)
- Automation of payroll and expense management (e.g., ADP, Concur)