ASSESSMENT

  1. ANALYSIS OF CURRENT ACCOUNTING SYSTEM AND RECORDS, FINANCIAL CONDITION, INTERNAL CONTROLS, AND FINANCIAL REPORTS 
  2. INTERVIEWS WITH KEY EMPLOYEES TO UNDERSTAND YOUR SPECIFIC NEEDS
  3. REVIEW OF ACCOUNTING SOFTWARE
  4. DETAILED BUDGET ANALYSIS
  5. FINDINGS ARE REVIEWED WITH MANAGEMENT
  6. IMPLEMENTATION PLAN IS CREATED

IMPLEMENTATION

  1. SET UP / MAKE REVISIONS TO ACCOUNTING SYSTEM, SUPPORTING SOFTWARE AND FINANCIAL REPORTING
  2. DEVELOP / MODIFY ANNUAL BUDGET 
  3. SET UP / MODIFY INTERNAL CONTROLS 
  4. DRAFT / UPDATE FINANCIAL POLICIES AND PROCEDURES 
  5. SET UP / ENHANCE FINANCIAL REPORTING

CONTINUUM OF CARE

  1. ON-GOING ACCOUNTING & FINANCIAL SERVICES AS DESCRIBED ON OUR "SERVICES" PAGE
  2. PROVIDE FINANCIAL GUIDANCE FOR SMALL ORGANIZATIONS
  3. PROVIDE SERVICES PRIMARILY ON-SITE / ON CALL WHEN OFF-SITE 
  4. DRIVE STRATEGIC PLANNING
  5. BE PART OF YOUR MANAGEMENT TEAM 
  6. BECOME A CONFIDANT OF OWNERSHIP OR SENIOR MANAGEMENT 
  7. GUIDANCE OF ON-SITE STAFF