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   BUSINESS STRUCTURE
 
  Business plan preparation 
  Structuring the business 
  Accounting system set up 
  Financial evaluation 
  Paper work control 
  Compliance and evaluation 
  Supplementing strengths and weaknesses 
  Setting up a budget 
  Financial Projections
 ACCOUNTING PROCESSING
  Accounts Payable: Invoice receipt through approval and matching, disbursement and client relations
  Accounts Receivable: Billing to lockbox, cash application, processing and customer relations.
  Fixed Asset Management: Inventory, tracking, tangible reporting, lease asset accounting, capital project control, maintenance management.
 RECONCILIATIONS
  Banks 
  Credit Cards 
  Expense Accounts 
  Investment Accounts 
  Accounts Payable 
  Accounts Receivable 
  Fixed Assets PROPERTY MANAGEMENT
  Accounting according to GAAP 
  Lease maintenance 
  Tenancy 
  Tax payment TAX PLANNING AND COMPLIANCE
  Business filing requirements 
  Business tax and financial planning 
  Tax preparations and reporting FINANCIAL ADVICE
  Financial evaluation 
  Budgeting and forecasting 
  Financial integration 
  Business management 
  Managing tasks 
  Personal finance management 
  Retirement plans 
  Estate Distribution 
  Charitable contributions   |