Small business financial management

Small Business Accounting & Financial Management
Financial management is one of the pillars of any business. It's not just about maintaining general ledgers, it's about compliance, reducing risks, financial metrics, an accurate picture of the health of your business, opportunities for improvement, and aiding financial decision making. If the financial pillar is weak, it creates an unnecessary strain on the other pillars. Our model allows small businesses access to skills and expertise that they may not be able to hire on a full time basis.

Accounting - systematic process of identifying, recording, measuring, classifying, verifying, summarizing, interpreting and communicating financial information.

<--- Historical & Past Oriented --->

Financial & Management Accounting services to capture & tag financial data to present to owners, creditors and government agencies.

Analysis & evaluation of performance. Look for opportunities for improvement and use metrics to measure effectiveness of improvement efforts.

Virtual Bookkeeper -
- Recording financial transactions
- Producing invoices
- Maintaining and balancing subsidiaries, general ledgers, and historical accounts

Virtual Accountant -
- Preparing adjusting entries
- Preparing company financial statements
- Analyzing costs of operations
- Aiding business owners in understanding the impact of financial decisions

Financial Management - an application of general managerial principles to the area of financial decision-making.

<--- Predictive & Future Oriented --->

Compiling financial data with operational data for financial reporting, planning, budgeting and controls. Helping business owners by providing financial decision support.

Virtual CFO/Financial Manager -
- Financial strategy and growth
- Efficient, scalable operations
- Forecasting
- Measuring and improving profitability
- Expense control/Cash flow
- Financial risk assessment
- Establishing systems, policies, and procedures
-Financial project management

Unique small business solutions

Payroll -
- A payroll platform that is easy and user friendly.
- Federal & state filings & deposits are handled automatically.
- Platform allows employees to update their info and access W-2's.
- You can chose from entering and submitting own payroll or having our firm take care of that for you.

Accounting Coaching -
This offering is designed for smaller businesses with low transaction volumes & low complexity.

For a monthly fee an entrepreneur or small business owner can have a personal accounting coach to answer questions and ensure their books are in compliance with the state and IRS. Support starts with one hour per month with email support.

QuickBooks Online Setup -
Setting up your accounting system of record is critical for compliance, accurate insights, improvement opportunities and financial decision making for your small business or startup.

If you need help getting your QBO set up to be effective and provide insights into your business we can help. We are QBO ProAdvisor Certified.

Full Virtual Financial Mgt Team -
Whether you have a little or large volume of activity we can provide a cross section of skills. This offering is designed to provide a fractional accounting &financial management team whether you are starting up or your finances are becoming more complex.