Virtual CFO

  • IT Architecture/Security/Data Management
  • Cloud/Hosted/SAAS Software Systems
  • Financial Performance Analytics/Reporting
  • Strategic Business Planning, Forecasts, and Projections
  • Budgeting, Revenue Enhancement, Cost Studies
  • Operations and Departmental Management
  • Personnel Recruiting, Evaluations, Supervision, and Training
  • Management Advisory and Board Positions
  • Investor Relations, Equity Funding, Treasury Functions
  • Sales/CRM System Management
  • Special Projects

Virtual Controller

  • Annual, Quarterly, Monthly System Closing
  • Periodic Adjusting, Reversing, and Standard Journal Entries
  • A/R, A/P, P/R, G/L, Bank, and Credit Card Reconciliations
  • Periodic Financial Reporting, Performance Metrics, and Dashboard Design
  • Cash Management and Payroll Processing
  • Business Process Outsourcing
  • Accounting Manual, Org Chart, Job Description, Workflow Design
  • Accounting Software Conversion
  • Cloud/SAAS/Hosted Software Evaluation and Setup
  • Data Management and Security

Quickbooks ProAdvisor

  • QuickBooks Online – Implementation and Setup
  • Hosted QuickBooks – Implementation and Setup
  • QuickBooks Enterprise – Implementation and Setup
  • Intuit Payroll – Implementation and Setup
  • QuickBooks Product Evaluation and Version Selection
  • Remote/On-Site Training and Consulting
  • Custom Report, COA, Class Design
  • Reconciliations, Troubleshooting, Data Analysis
  • Annual, Quarterly, Monthly Accounting Support
  • Bank and Credit Card Reconciliations and Processes