Services

CFO Services

• Oversee financials monthly – always included

• Metrics / KPIs including analysis and meetings with client

• Strategy meetings – monthly or quarterly

• Cash flow tracking

• Financial Planning

• SWOT Analysis - analyzing the company's financial strengths and weaknesses

• Strategic Financial Advisor

• Operational analysis and improvements

• Budgeting and analysis

• Internal controls - assess, advise, implement

• Financial Relationships - manage and develop new

Accounting

• GAAP / Accrual accounting

• Cash / Tax accounting

• Review P&L for consistency / accuracy

• Reconcile all balance sheet accounts or oversee internally prepared reconciliations

• Bookkeeping or oversee internal bookkeeping

• Develop procedures for better reporting and effectiveness

Taxes

• Income Tax – Business & Personal

• Sales Tax

• Excise Tax

• Oversee Payroll Tax

• Handle problems with IRS and states as needed

Automation

• Create systems in Caspio.com for unique complex processes

• Create Excel or Google Sheets systems for less complex processes

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