Bookkeeping & Advisory Services

Services

Experienced financial, operational & HR consulting.

 

Our Services

 

BOOKKEEPING SERVICES

Bookkeeping for any size company in various industries across the United States:

  • QuickBooks certified

  • Monthly bookkeeping services

    •QuickBooks Online or Desktop

  • Accounts receivable / accounts payable

  • Monthly reconciliation services

  • Monthly financial reporting packages

  • Month-end / year-end or periodic clean up

  • Cash or accrual basis bookkeeping


ACCOUNTING ADVISORY SERVICES

Experienced accountants, including CPAs, providing accounting advisory services:

  • Cash to accrual basis accounting

  • GAAP financial reporting advisory

  • Complex accounting advisory

  • Accounting policies and principles

  • Preparation for ASC 606, revenue recognition

  • Financial statement consolidation

  • Pro forma financial statements

  • Accounting for business combinations


FINANCIAL ADVISORY & CONSULTING

We partner with clients in various areas of complex financial analysis, including:

  • M&A financial due diligence

  • Operations & turnaround advisory

  • Projections analysis and forecasting

  • Cash flow modeling

  • Pro forma EBITDA analysis

  • Working capital analysis

  • Financial statement analysis

  • Business and operational risk analysis

 
 

HUMAN RESOURCES ADVISORY

HR services and support from experienced professionals who can assist with everything from day to day administrative processes to long-range Human Resources strategy. We believe that attracting and retaining the right talent and keeping them engaged is the competitive advantage you will need to help your business grow and succeed.

  • Guidance on HR policies and compliance, especially in high risk compliance areas such as ADA, EEO and FMLA

  • Employee benefits and compensation

  • Preparation of employee handbook, applications, job descriptions, and other forms and tools necessary for managing the employee life-cycle

  • Talent management and acquisition including recruiting, hiring, on-boarding and training

  • Organizational development, such as performance management, succession planning, coaching and leadership education

  • Employee relations and engagement