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.

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