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CFO Advisor

Financial Planning & Analysis

Financial Planning & Analysis

• Financial Dashboard & Reporting
• Process & Cost Improvements
• Internal Audit & Controls
  • Sarbanes~Oxley
  • Financial Audits
  • Operational Audits
  • Compliance Audits
• Year-End Support
  • CPA & Tax Liaison
• Training
• Due Diligence
• System Implementations
• Special Projects
  • General Ledger Clean-up
  • Reporting Templates
• Unlimited Consulting

Financial Planning & Analysis

Financial Planning & Analysis

Financial Planning & Analysis

• Budget & Rolling Forecast
• Key Performance Indicators
• Financial Modeling
• Financial Analysis
  • Trends
• Cost & Project Accounting
  • Labor Analysis
  • Job Cost Analysis
  • Bill of Materials
  • Product Costing
  • Variance Analysis
  • Point of Sale Reporting
• Inventory Management
  • Turn-Over
  • Re-Order Points
• Cash Flow
• Project Management

General Accounting

Financial Planning & Analysis

General Accounting

• General Ledger
• Accounts Receivable (A/R)
  • Invoicing
  • Collections
• Accounts Payable (A/P)
  • Payments
  • Expense Reports
  • 1099's
• Payroll/Benefits
• Fixed Assets
• Month-End Close
  • Balance Sheet Reconciliation
  • Bank & Credit Card Recon
  • Financial Statements