FAQs
- What types of customers have you worked with?
CFO (executive financial planning and strategic decisions) Financial Controller (budgets, cash flow, reports, internal controls) Bookkeeping (accounting record re/creation, chart of accounts, tax-line account mapping month, quarter, year-end closing, accruals, depreciation, inter-company accounting) Accounts Payable/Receivable (including collections) Payroll (hourly/salary wages, commission calculations, PTO accruals) Contracts (review, negotiations) Human Resources (hiring, new employee set-up, employee handbook creation, terminations) Audits Taxes (preparation, filing, reports for Business Owners, Partnerships, Corporations, Trusts, Estates, Conservatorships, Real Estate Professionals.) Bookkeeping California State & Federal Taxes (preparation, filing) Financial record re/creation/management including accounting software set-up
- What advice would you give a customer looking to hire a provider in your area of work?
You want to make sure that your finance professional is experienced and has your best interest at heart. Many professionals will do the quickest job to maximize their profits, at a detriment to you. You deserve to have the highest profits and lowest liabilities.