- Bookkeeping and Financial Reporting
- Planning and Preparation
- Payroll Services
- CFO Services
- Controller Services
- Financial Software Implementation
We begin by assigning each client to a 3-person team.
Transactional Accountant – Past
This refers to the process of recording and tracking individual financial transactions within a business or organization. This includes routine activities such as sales, purchases, payments, receipt, and other exchanges of value.
Controller – Present
This is a senior level executive responsible for overseeing an organization’s accounting operations and financial reporting. The Controller ensures the accuracy and integrity of the company’s
financial statements, manages accounting processes such as payroll, accounts payable and receivable, and ensure compliance with relevant financial regulations and accounting standards.
Advisor– Future
This professional provides expert recommendations, options, and strategies to help businesses and individuals achieve financial and operational goals.
The advisor offers a broader range of services including Strategic planning, operational reviews, financial insights and assisting with business growth, risk management and financial planning.