Advisory Services
- Budgeting and forecasting
- Cash flow projections
- Loan package creation
- Insights into where you can reduce expenses, increase revenues, decrease risk, and/or benefit from financial opportunities
- Accounting process setup, improvement, and documentation
- Accounting system selection, setup, customization, and training
- Chart of accounts optimization
- Accounts receivable support and analysis
- Internal control review to reduce the risk of fraud and other management risks
- Inventory setup, reporting and analysis
- Job costing setup, reporting, and training
- Key performance metrics selection, setup, and review
- Financial training to elevate skill sets of employees and owners
- Financial report review and guidance
- Compliance with financial reporting rules and regulations
- DCAA compliance
- Audit assistance and coordination with an external auditor
- Hiring or supervising accounting staff
- Many of these advisory services will not be needed every month. A great accounting team will be proactive and suggest services that will have a positive impact on your profitability.
