TAILORED TO YOUR NEEDS

We utilize our custom "A-I-C" approach for evaluating and serving your organization. Our process includes the Assessment, Implementation & Continuum of care (on-going) phases.

•  Analysis of current Accounting System, Records, Financial Condition, Internal Controls and Financial Reports
• Interviews with key Employees to understand your specific needs
• Review of Accounting Software
• Detailed Budget Analysis
• Findings are reviewed with Management
• Implementation Plan is Created

•  Set Up / Make Revisions to Accounting System, Supporting Software and Financial Reporting
• Develop / Modify Annual Budget
• Set Up / Modify Internal Controls
• Draft / Update Financial Policies and Procedures
• Set Up / Enhance Financial Reporting

•  On-Going Financial and Accounting Services
• Provide Financial Guidance
• Provide Services On-site or Virtual as needed
• Drive Strategic Planning
• Be part of your Management Team
• Become a Confidant of Ownership or Senior Management
• Guidance of Staff