As your business continues to scale, the ability to produce accurate and timely financial statements will be increasingly fundamental to your success.

We can help you by taking responsibility for overseeing the preparation of financial statements and other financial reports, running internal controls, assisting with budgeting and forecasting, analyzing financial data and evaluating and selecting the technology used in your finance department.

Accounting is language of business. But learning it doesn't have to be hard.

We provide guidance, mentorship and training to business owners and freelancers seeking to improve their understanding and reading of financial data, their fluency with accounting software such as QuickBooks to do simple bookkeeping, and their ability to manage their finances more effectively.

For midsize businesses, our services aim to support owners and CEOs with making strategic financial decisions. This include assistance with complex financial reporting matters under U.S. GAAP or IFRS, such as revenue recognition, lease accounting, foreign currency transactions and financial due diligence.

Including:

• Recording and Categorizing
Transactions in Accounting Software
• Billing and Invoicing
• Receivables and Payables
• Payroll Management
• Accounts Reconciliation
• Adjusting Journal Entries at Period End
• Creating Financial Statements
and Other Financial Reports
• Document Management

Including:

• Recording and Categorizing
Transactions in Accounting Software
• Billing and Invoicing (optional)
• Receivables and Payables (optional)
• Accounts Reconciliation
• Adjusting Journal Entries at Period End
• Document Management

Including:

• Customizing Management Reports
• Assisting with Audit Preparation
• Financial Analysis and KPIs
• Accounting Tools Setup
• Accounting Cleanup

Good operations means doing things right while good strategy means doing the right things.

Strategic planning is a systematic and dynamic process that creates a roadmap for business leaders to navigate the next 5 to 10 years. The entire process includes strategic analysis, strategy formulation, implementation, measurement, and feedforward.

We will employ tools such as Scanning, SWOT analysis, Gap analysis, Value Chain analysis, and Competitive analysis using Porter's Five Forces, among others.

The purpose of financial budgeting is to help businesses control their finance so that they can fund their strategic goals and assess performance against financial targets. The different types of budgets include revenue, expense, cash flow, capital, and profit & loss budgets.

Financial forecasting involves estimating future financial outcomes based on historical data, current conditions and predictive modeling. Common forecasting frequencies include monthly, quarterly, and annual predictions.

Both these processes are complementary and essential for proactive financial management.

Cash is the lifeblood of a business. While a business may be profitable, without adequate cash flow, it won't survive. As such, cash flow management is crucial for a business's survival.

However, cash flow forecasting is just one aspect of the cash flow management process. It also encompasses monitoring daily cash inflows and outflows, making strategic decisions to maintain liquidity, optimizing cash reserves, managing receivables and payables to ensure a positive cash flow, and utilizing short-term financing options when necessary.

Both financial key ratio analysis and performance monitoring provide a comprehensive view of a company's financial health and operational efficiency.

Ratio analysis involves calculating and interpreting various financial ratios derived from financial statements. Common ratios include liquidity ratios, leverage ratios, profitability ratios and efficiency ratios.

Performance monitoring, on the other hand, has a broader scope, encompassing both financial and non-financial metrics. Examples include benchmarking, budget vs. actual, trend analysis, dashboarding, reporting and continuous feedback.