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Do you perform or do you have the following in house expertise:
Fast Menu
FINANCE SERVICES |
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NON FINANCE SERVICES |
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Once submitted, we will review the data and notify you of the results of our analysis. |
FINANCE |
| Alternative Debt Financing |
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| Bank relations management |
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| Board of Directors and Finance Committee interaction |
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| Cash Management & forecasting |
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| Financial analysis for decision making |
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| Fixed Assets, acquisition financing & analysis |
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| Investor relations, financial |
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| New business planning & implementation |
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| Private offering/PIPE support |
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| Receivables collection management |
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| Revenue cycle management |
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| Risk Management |
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| Strategic Planning - goals and objectives |
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ACCOUNTING & REPORTING |
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| Accounts payable control and management (SEE SECT 1) |
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| Accounts receivable control and management (SEE SECT 2) |
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| Payroll accounting and management |
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| Inventory accounting and management |
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| Fixed Assets accounting control and management |
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| Investment accounting and management |
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| Cost Accounting, Job Cost Accounting |
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| General Ledger/ Journal entry accounting |
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| Financial statement preparation |
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| Contribution Profit evaluation |
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| Actual vs. budget analysis |
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| Financial reporting, customized |
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| Financial reporting, software based |
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| Account analysis - balance sheet |
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| Bank reconciliations |
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| Operating reports & financial metrics |
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| SEC reporting for Public Companies |
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PLANNING AND BUDGETING |
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| Acquiring/negotiating project financing |
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| Budgets, development & compliance monitoring |
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| Business Plans |
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| Feasibility Studies |
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| Financial modeling for long-range planning |
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| Profit Planning |
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| Short-term financial projections |
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AUDITS AND TAX |
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| Due Diligence reviews |
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| Internal Audit |
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| Managing the Independent Audit |
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| Risk Assessment |
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| Tax & compliance reporting |
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| Tax planning |
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MANAGEMENT & HUMAN RESOURCES |
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| Compensation policy guidelines |
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| Cost control policy & oversight |
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| Employee benefits review/upgrade |
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| Executive compensation |
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| Executive training in finance |
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| Financial advisory to top management |
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| Infrastructure development |
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| Insurance coverage management |
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| Management team training in finance |
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| PEO search, qualification & implementation |
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| Personnel management |
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| Staff planning |
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MERGERS & ACQUISITIONS, PUBLIC OFFERINGS |
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| Deal negotiation support |
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| Deal structure brain storming |
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| Investment Memorandum support |
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| IPO Planning |
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| M&A evaluation & analysis |
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OPERATIONS MANAGEMENT SUPPORT |
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| Credit granting policy |
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| Operating policies & procedures |
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| Operational planning |
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| Pricing and rate setting policy guidelines |
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| Records retention policy & oversight |
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CORPORATE & BOARD GOVERNANCE |
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| Maintenance of corporate permanent records |
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| Minutes - bylaws - articles management |
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| Code of ethics - conflict of interest policies |
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| New board of director guide - investment policy |
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TAX PLANNING AND PREPARATION |
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| Preparation of tax supporting documents |
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| Tax planning |
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| Tax returns |
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| After tax maximization of profit |
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| * At each level below the CFO, some support, guidance and oversight by management is required to ensure acceptable performance. |
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ACCOUNTS PAYABLE |
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| Review or develop a Policies and Procedures manual with desk top procedures |
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| Verify accurateness of invoice, match with packing slips, obtain approvals |
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| Enter vendor invoices to payable system |
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| Classify invoices to the proper G/L account |
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| Request and maintain vendor W-9 information |
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| Prepare and file required 1099 forms |
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| Maintain vendor master files |
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| Respond to vendor inquiries about payment status |
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| Retrieve copies of payments as necessary |
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| Process requests for stop payments when necessary |
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| Issue checks (or pay with internet banking) to vendors based on due dates or client instruction |
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| Reconcile vendor statements to accounts payable ledger |
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| Reporting to organization on detailed aged payables and cash requirements |
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| Archive reports |
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| Review AP aging for cash flow projections |
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ACCOUNTS RECEIVABLE |
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| Review and develop Policies and Procedures |
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| Credit granting and limits |
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| Billings prepared as needed and mailed out (all billings provided to Client for approval prior to mailing) |
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| Maintain revenue codes and GL accounts |
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| Record and account for revenue |
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| Enter receivable transactions into the accounting system |
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| Prepare and deliver periodic statements |
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| Issue client-approved credit memos and refund checks |
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| Maintain subsidiary receivables ledger |
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| Process client-approved adjustments |
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| Apply cash received to customer accounts and resolve “short pays” |
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| Phone collections as needed by client |
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| Prepare deposit slips and make bank deposits - post totals to sales journal (or other system) |
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| Process daily sales and deposit reports |
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| Verify daily deposits and report variances |
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| Reconcile and verify credit card deposits |
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| Assist in rate /product/service setting |
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| Aging analysis and reporting |
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NON FINANCE SERVICES |
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MARKETING AND SALES |
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| Marketing plan |
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| Defined sales objectives |
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| Professional support to achieve the plan |
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| Reporting and management of the outcomes |
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HUMAN RESOURCES |
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CORE SERVICES |
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Time & Attendance |
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| Staffing |
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Talent Relations & Management |
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Labor/Management Relations |
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Employee Relations |
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Outplacement Program |
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Ethics Administration |
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Drug Testing |
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Leave Administration |
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Training |
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Occupational health, safety & Security |
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Personall/Payroll processing & records maintenance |
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| Reports |
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Freedom of information/privacy act |
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Personnel secutity |
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Benefits Administration |
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PROJECT BASED SERVICES |
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Human Resources audit |
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Classification and position management |
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Compensation Administration |
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Human Resources Development |
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Performance Management |
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Coaching |
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Participation in related |
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Industry sponsored initiatives |
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Policy & program issue |
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INFORMATION TECHNOLOGY |
| Help desk / Trouble Ticketing |
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| Windows Software Support |
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| Remote Monitoring |
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| On-site support |
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| System Administration |
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| Backup & Disaster Recovery |
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PUBLIC RELATIONS - ONLINE MARKETING SUPPORT |
| Search engine marketing |
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| Social media marketing |
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| Website, article and blog submission |
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| Content creation and optimization |
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| Search engine optimization |
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| Web adverting and ppc |
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| Lead generation tools |
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| Email marketing campaigns |
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VIDEO PRODUCTION - EDITING |
| Video recording services - products / entertainment |
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| Video editing and production |
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BRAND STRATEGY AND DESIGN |
| Logo and identity design |
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| Brochures and media kits |
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| Exhibits and displays |
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| Ad & direct mail design |
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| Custom graphs and charts |
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| Iconography |
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| Infographics |
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| Merchandising design |
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| Packaging and promotional design |
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| Brandguides (online and offline) |
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| Internal brand management |
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| External brand management |
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WEB DESIGN AND DEVELOPMENT |
| Custom website design and development |
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| Custom wordpress design and development |
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| Online product development |
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| User experience design |
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| Cms web solutions |
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| Micro/promotional sites |
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OFFLINE MARKETING SUPPORT |
| Direct response campaigns |
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| Tradeshow and event marketing |
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| Print advertising |
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INTERACTIVE DESIGN |
| Webinars and ppt presentations |
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| Flash presentations and videos |
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| Interactive apps and wideget development |
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PROGRAMMING AND OPEN SOURCE |
| Html 4 |
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| Php programming |
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| Net |
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| Javascript |
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| Mysql |
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| Actionscript |
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