Select an Industry

Insurance

Manufacturing

Wholesale

E-Commerce

Construction

Insolvency

Real Estate

Non-Profit

Logistics

Individuals
Select a Service

Bookkeeping

Taxes

Payroll
Insurance

- Properly Utilizing your Agency Management System
- Data Entry
- Trust Account Reconciliation
- Operating, Payroll, and Commission Account Reconciliation
- Carrier Commission Statement Reconciliation
- Agent and Service Payroll
- Premium Payable
- Accounts Payable
- Month-End Closing of Books
- Management Financial Reports by Office
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Establish a Quality Control Program
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Income Taxes
Manufacturing

- Properly Utilizing Your Manufacturing Software
- Data Entry and Account Reconciliation
- Inventory Cycle Counts
- Managing Build of Materials with Daily Production
- Cost Accounting by Product
- Trend Analysis and Key Metric Benchmarking
- Evaluate Cost Reductions
- Factory and Administrative Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Fixed Asset Management
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Sales and Use Tax
- Income Taxes
Wholesale

- Properly Utilizing Your Warehouse Software
- Data Entry and Account Reconciliation
- Inventory Cycle Counts
- Evaluate Cost Reductions
- Warehouse and Administrative Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Profitability by Product Reports
- Fixed Asset Management
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Multi-State Sales and Use Tax
- Income Taxes
E-Commerce

- Properly Utilizing Your E-Commerce Software
- Data Entry and Account Reconciliation
- Inventory Cycle Counts
- Warehouse and Administrative Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Profitability by Product Reports
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Multi-State Sales and Use Tax
- Income Taxes
Construction

- Data Entry and Account Reconciliation
- Job Costing
- Work in Process Calculations
- Retention Payable and Receivable
- Joint Check Processing
- Evaluate Cost Reductions
- Field and Administrative Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Fixed Asset Management
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Income Taxes
Insolvency

- Outsourced Restructuring Controller
- Analyze Financial Solvency for the Potential to Avoid Bankruptcy
- Cleanup of Prepetition Books and Records
- Provide Reports to Counsel for Initial Bankruptcy Filings
- Report to Counsel Prepetition Concerns (Insider Payments, Preference, Tax)
- Preparation of Monthly Operating Reports
- Budgeting and Cash-Flow Forecasting
- Prepare Projections for Reorganization Plan
- Consult on Income Tax Liabilities for Reorganization Plan
- Income Taxes
Real Estate

- Agents, Brokers, Property Managers, and Developers
- Data Entry and Account Reconciliation
- Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Fixed Asset Management
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Income Taxes
Non-Profit

- Properly Utilizing Your Fundraising or Donor Software
- Data Entry and Bank Account Reconciliation
- Management of Restricted and Unrestricted Net Assets
- Implementation of Internal Controls
- Evaluate Cost Reductions
- Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- Audit Readiness and Liaison with Audit Firm
- 1099 Processing
- Income Taxes
Logistics

- Properly Utilizing Your Logistics Management Software
- Evaluate Cost Reductions
- Data Entry and Account Reconciliation
- Driver and Administrative Payroll
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Profitability by Customer Reports
- Fixed Asset Management
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
- Heavy Highway Vehicle Use Tax
- Income Taxes
Individuals

- Personal Budgeting
- Evaluate Cost Reductions
- Personal Financial Reports
- Tax Projections
- Income Taxes
- Payment Plan Arrangements
- Currently Non Collectible
- Offer in Compromise
Bookkeeping

- Data Entry and Bank Account Reconciliation
- Accounts Payable
- Accounts Receivable
- Month-End Closing of Books
- Management Financial Reports
- Fixed Asset Management
- Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
- Evaluate Cost Reductions
- Audit Readiness and Liaison with Audit Firm
- Manage Insurance Renewals and Annual Insurance Audits
- 1099 Processing
Taxes

Tax Filing:
- Income Tax
- Sales and Use Tax
- Statement of Information
- Business Property Statements
- Heavy Highway Vehicle Use Tax
- City Business License
- Compliance Discovery: IRS, FTB, SOS, EDD, CDTFA
- Payment Plan Arrangements
- Currently Non Collectible
- Offer in Compromise
- Audit Assistance: IRS, FTB, EDD, CDTFA
- Tax Planning and Projections: Monthly, Quarterly, or Annually
- Consulting on Entity Structure
- Consulting on Acquisitions and Exits