Services
Advisory
- Strategic Development
- Key Performance Indicators
- Process & Efficiency Implementation
- Budgeting & Forecasting
- Cashflow Management
Bookkeeping & Accounting
- Daily Transactions
- Bank & Credit Card Reconciliations
- Accounts Payable Management
- Accounts Receivable Management
- Sales Tax Filings
- Payroll Related Services
- Inventory Management
- Fixed Asset Management
- WIP Review
- Job Costing & Reporting
- Financial Statement Preparation
- General Ledger Maintenance
- 1099 Preparation
- Coordination with External Tax Preparer
- Software Migrations, One-time Clean up, & Training
Purchasing & Procurement
- Design Procurement
- Vendor Quote & Pricing Requests (RFQs)
- Proposal Creation
- Order Placement per Approved Proposal
- Order Tracking
- Order Status Reporting with ETAs
- Lead Time & Backorder Updates
- Payment Discrepancy Resolution & Item Pricing Updates
- Reporting & Optimization