Corporate Accounting Support

Our accounting services team can provide full or partial finance department functionality, including helping with monthly accounting services, from bookkeeping to CFO functionality.  In addition, we can assist with one-time projects such as cleaning up your books and assisting with process or software implementation.  We are here to be a partner in growing your business. Below are some of the services we can provide.

Month-end close

Our team of accounting associates and seniors can handle your company’s close cycle start-to-finish. Using our standard process, we perform full account reconciliations for all balance sheet accounts to ensure the complete financial integrity of your balance sheet.  In addition, we conduct an analysis of the P&L to verify proper classification and identify large expenditures that could be capitalized or require other specialized treatment.  Finally, our internal review and approval processes for reconciliations and manual journal entries support a higher level of internal control where necessary for audit readiness or other assurance procedures.

Financial and management reporting

Our directors and partners have industry experience with billion-dollar organizations, and we understand our clients’ data needs beyond top-level financials. We excel in automated dashboards and ad hoc business reporting to help you drive forward. Whether it is key financial ratios, non-financial KPIs, analysis of pricing and margins, or other metrics, we can build recurring and automated reporting solutions for your business.  In addition, our team has access to the latest Accounting Standards Updates and accounting codification revisions to ensure your financials are prepared following GAAP where necessary. Our partners and directors have audit experience, and we are well versed in supporting our clients’ audits or other assurance procedures.  We can coordinate directly with your selected auditors, satisfy request lists, and navigate technical discussions as needed.

Controller and CFO services

Reporting is only helpful to the extent the information is acted on. We help businesses connect the dots by using historical data to prepare budgets and forecasts and determine what operational actions are needed to improve financial metrics. We are not just an ‘on-call’ Controller or CFO; we engage with you and your team to identify your frustrations and specifically scope items and projects where we can add value and impact your business.  Whether talking through cost data with the procurement team, reviewing DSOs by customer with your sales team, or looking at inventory write-offs with your warehousing team, we can drive a solution with all interested parties.

Compliance

No business spending is more frivolous than fines and penalties. As governments become more aggressive in ensuring their tax revenues remain high, we understand more than ever the need for efficient and proactive reporting. We specialize in sales and use tax filings, property tax renditions, nexus studies, 1099s, payroll filings, and other compliance needs to keep your business operating penalty-free.