CFO Services

Our firm provides CFO services that your company requires. We help implement a system where activities are recorded consistently and provide relevant information to you. These services would include:

  1. General Bookkeeping: Accurate and timely recording of financial transactions, ensuring that all revenue and expenses are tracked efficiently.

  2. Financial Statement Preparation: Regular preparation of balance sheets, income statements, and cash flow statements to provide a clear financial picture of your business.

  3. Accounts Payable & Receivable Management: Handling of vendor invoices, payment schedules, and customer billing, ensuring that payments are processed on time and cash flow is managed effectively.

  4. Bank and Credit Card Reconciliation: Reconciliation of bank and credit card accounts to ensure that your financial records align with statements and no discrepancies exist.

  5. Payroll Processing: Managing payroll calculations, tax withholdings, and timely employee payments, ensuring compliance with local labor laws and tax regulations.

  6. Tax Preparation & Filing Support: Assisting with tax reporting, including preparation of quarterly estimates, year-end filings, and providing necessary documentation for tax professionals.

  7. Sales Tax Filing and Calculation: These services ensure that sales tax is accurately calculated based on the location of the sale (e.g., destination-based sales tax) and the type of product or service sold.

  8. Internal Controls & Compliance: Ensuring that your company follows industry best practices for internal controls, improving accuracy, and reducing risks of errors or fraud.

  9. Software Integration & Support: Setting up and managing accounting software solutions that streamline bookkeeping, such as QuickBooks, Xero, or other platforms suited to your needs.

  10. Ongoing Consultation & Support: Providing advice and ongoing assistance to help you stay on track with your financial goals, answer any queries, and resolve challenges.