ACCOUNTING & CONSULTING SERVICES, WITH A PERSONAL TOUCH

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Our Services

Fractional CFO Services

Monthly, Quarterly, and Annual Financial Statement Preparation, Investor Reporting, Cash Flow Analysis, Lender Reporting, Coordination of Annual Audit & Tax Return Filing, Strategy & Planning Guidance, Risk Management & Insurance Placement, Assistance with Legal Matters.   

Accounting & Bookkeeping Services

Interim accounting services to cover for gaps in employee coverage at any level from CFO to Accounting Clerk and every level inbetween.  Assistance with Budget preparation, Real Estate CAM Reconciliations, and Real Estate Lease Abstraction projects.  Also includes transaction processing services such as accounts payable, accounts receivable, cash application, bank and account reconciliations, payroll processing and general ledger maintenance. 

Policy and Procedural Reviews

Procedural review and evaluation to help ensure proper accounting controls and efficiencies are in place.  Assist with optimization of Accounting/Finance related workflow, staffing & software deficiencies. 

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