Providing high-level financial strategies, leadership and guidance toward financial growth and financial health. 

• Strategic Financial Leadership: Provides guidance on financial strategy, growth, and long-term goals for the business. 

• Financial Forecasting and Planning: Develops financial projections, models, and budgets that align with the company’s strategic objectives. 

• Investor Relations: Manages relationships with investors, bankers, or venture capitalists. 

• Risk Management & Financial Strategy: Identifies financial risks, provides advice on managing them, and ensures the company has a robust financial strategy to mitigate these risks. 

• Financial Reporting & Analysis: Oversees high-level financial reporting, ensuring that it supports business decisions.
  
  

• Cash Flow Management: Works closely with leadership to ensure that the business has enough liquidity for its strategic goals. 

Providing assistance and management with the day-to-day financial operations of your business to ensure the financial records are accurate, compliant and well-organized. More focused on operational, accounting processes and internal control. 

• Accounting Oversight: Ensures the company’s accounting functions are in order and compliant with regulations 

• Financial Reporting: Prepares regular internal financial reports (balance sheets, income statements, cash flow statements) to give insight into the company's financial position. 

• Budgeting and Forecasting: Helps create budgets, track expenses, and manage cash flow to ensure financial stability. 

• Internal Controls: Implements and manages internal controls to prevent fraud, ensure financial accuracy, and optimize efficiency. 

• Tax Compliance & Filing: Oversees tax-related matters, ensuring the company complies with federal, state, and local tax regulations, and prepares for audits. 

• Month-End and Year-End Closing: Manages the accounting closing process and ensures the financial statements are ready for review or external audits. 

Providing assistance with the basic accounting services for maintining the financial health and compliance of your business. 

• Bookkeeping: Recording day-to-day financial transactions.

• Financial Statement Preparation: Preparing and distributing regularly required financial statement (Profit and Loss, Balance Sheet, Cash Flow Statement).

• Bank Reconciliations:  Monthly Reconciling of the bank and credit card accounts. 

• Payroll Processing: Processing and Managing payroll requirements.

• Tax Preparation and Filing: Preparation of quarterly or annual tax filings (sales tax, payroll taxes and income taxes).

• Process Improvements: Analyze and provide guidance with potential process short-falls and potential improvements to improve efficiently and effectiveness, so that more time is spent on what matters.

• Overall Guidance: Providing overall guidance or insight into all aspects of your accounting setup, procedures, and systems.