Business & Financial Services

• Processes and Systems Development
• Administrative Staff Training
• Administrative Scheduling
• Human Resource Management 
• Accounting & Administrative Procedures
• Record Keeping Systems
• Business Growth Analysis

• Human Resource Procedures & Documentation
• Accounting & Administrative Procedures
• Record Keeping Systems
• Business Growth Analysis

• Basic Client Agreements
• Operating Agreements
• HR Documents & Policies
• Job Descriptions
• Intake & Service Forms
• Notary Services

                   - Loan Signing & Legal Witness

                   - Mobile Services: We Come To You

• Monthly Financial Reporting
• P & L Analysis
• Cash Flow Analysis, Planning, and Management
• Bookkeeping
• Bank & Account Reconciliations
• AR & AP Analysis with Reportin
• Customized General Ledger
• On Line Systems
• Financial Data Processing
• Financial Activity Management

• Monthly Financial Reporting
• P & L Analysis
• Cash Flow Analysis, Planning, and Management
• General Budget Analysis
• Business Budget
  – Master Budget
  – Operating Budget
  – Cash Flow Budget
  – Financial Budget
  – Static Budget
• Allocation Budgeting
• Profit Based – Debt Reduction Budgeting
• Alignment Budgeting
  – Bringing the small business and personal finance budgets into    alignment for sustainability and optimum results.

• Sales & Use Taxes
• Tax & Business Ethics
• Small Business, Partnerships, S-Corps
• Basic Principles
• Balance Sheet Reconciliations
• Business Income, Adjustments & Credits
• Audit Sensitivity
• Short-Term and Vacation Rental Tax Reporting