Financial Outsourcing

We recognize that many established and growing businesses need the advice and support of a financial professional from time to time without the expense of hiring a full time CFO. To assist our clients with this need, we offer outsourced controller and CFO services.

To implement this service, we work with you and your business to customize our controller and CFO services. With the support of our professional financial manager, we will assist you in making strategic business decisions, clarify and update your business plan and free up your valuable time to grow your business.

Our services include:

  • Bookkeeper and accountant supervision
  • Internal control oversight
  • Tax planning and strategies
  • Management information audit and analysis
  • Accounting systems and controls
  • Strategic planning and forecasting
  • Financial reporting and analysis
  • Profit improvement
  • Cash flow planning and analysis
  • Bank reconciliations
  • Accounts payable and accounts receivable
  • Payroll
  • Point-of-sale software and support
  • QuickBooks accounting software training and support
  • Liaise with business advisors including outside CPA, attorneys, bankers, and other consultants

Non-Tax Family Issues in Estate Planning

Non-Tax Family Issues in Estate Planning

Under current law, the estate tax exemption is $5,490,000 per person or $10,980,000 for a married couple. Assets in these ... Read More
Multi-State Tax Issues

Multi-State Tax Issues

As wholesale distribution companies continue to grow and stretch their physical and economic footprint, salespersons, delivery vehicles, and support personnel ... Read More
CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

Tax Reform, IRS, Court Decisions, and More Add to Uncertainties at Year-End ©2017  Wolters Kluwer. All Rights Reserved. Year-end 2017 ... Read More

Services
Accounting
Assurance
Business Consulting
Estate Administration
Estate Planning
Family Office Services
Finanacial Outsourcing
Financial Planning
Healthcare Consuling
Income Tax Planning
Litigation Support
Qualified Plans
Tax Compliance
Valuation
Wealth Advisory Services