Set
up accounting system
Product
selection, define and set up chart of accounts, develop and document processes
for invoicing clients, managing vendors, and reporting
Tax
preparation for sole proprietorship, Partnership/LLC and corporations
Financial
forecasting, preparation of pro forma financial statements for lenders and
investors
Draft
legal documents including agreements for subcontractor relationships, joint
ventures, employee confidentiality, Intellectual Property sales, marketing
partnerships, loans, forbearance, etc.
Set up payroll systems with both in-house payroll processing, payroll processing with PEOs such as Trinet or use of services such as Gusto.
Set
up 401k, service as fiduciary agent, lead investment committee, manage 401k
operations, coordinate reporting including preparation of 5500.
Create
and manage internal company information and communication systems using
Sharepoint, MSFT Teams and similar systems
Coordinate
risk management including insurance programs: general business liability,
professional liability, Directors & Officers, Information Security
Write
and publish company HR and security policies
Prepare
and submit all government required filings