We are dedicated to providing business owners with the financial information they need to grow their business and maximize profitability while minimizing tax liability. Proficient Accounting Services provide:

CFO ADVISORY SERVICES

1. Risk Mitigation:

- Expert Risk Assessment: Our CFO Advisory Services conduct thorough risk assessments to identify potential financial and operational risks that could impact your business.

- Tailored Risk Mitigation Strategies: We develop customized risk mitigation strategies to safeguard your financial health, ensuring resilience in the face of economic uncertainties, regulatory changes, and market fluctuations.

2. Opportunity Exploitation:

- Strategic Financial Planning: Our team works closely with you to identify and exploit growth opportunities aligned with your business objectives, market trends, and industry dynamics.

- Financial Modeling and Analysis: We employ advanced financial modeling and analysis to pinpoint opportunities for cost reduction, revenue enhancement, and overall profitability improvement.

3. Cash Flow Management:

- Optimized Cash Flow Structures: We design and implement cash flow management structures that maximize liquidity, reduce working capital inefficiencies, and enhance overall financial stability.

- Proactive Cash Flow Forecasting: Our advisory services include proactive cash flow forecasting to anticipate potential cash shortfalls and implement measures to maintain healthy liquidity.

4. Future Goal Achievement:

- Strategic Financial Roadmaps: We collaborate with your leadership team to develop strategic financial roadmaps that align financial goals with overall business objectives.

- Performance Monitoring and Adjustments: Our ongoing monitoring and analysis enable real-time adjustments to financial strategies, ensuring alignment with evolving business goals.

5. Comprehensive Financial Oversight:

- Performance Metrics and KPIs: We establish key performance indicators (KPIs) to track financial performance, providing actionable insights for continuous improvement.

6. Customized Advisory Services:

- Tailored Solutions: Our CFO Advisory Services are not one-size-fits-all; we tailor our strategies to meet the unique needs and challenges of your business.

- Experienced Professionals: Benefit from the expertise of seasoned financial professionals who bring diverse industry knowledge and best practices to the table.

In summary, our CFO Advisory Services are dedicated to enhancing your financial well-being by mitigating risks, seizing opportunities, optimizing cash flow, and strategically planning for your future success. Partnering with us means gaining a trusted advisor committed to your financial health and long-term prosperity.

BOOKKEEPING SERVICES

Our bookkeeping and accounting services include:

  • Capturing and properly coding all bank and credit card transactions

  • Bank and credit card reconciliation

  • Accounts receivable

  • Accounts payable

  • Payroll processing and tax filing

  • Job costing

  • Inventory tracking

  • Fixed asset management

  • Sales tax accounting and filing

  • Financial reporting

  • Management reporting

  • 1099 filings

For our clients, we serve as an outsourced accounting department while handling their sales & use tax, payroll tax, etc. We also prepare all regulatory filings on time, every time. For some clients, we take a limited role providing only the services that they need. We have worked with businesses in every industry and have developed systems and processes to streamline the work flow thus providing fast and accurate service. We provide insight and analysis to business owners to drive revenue, identify opportunities, minimize expenses for increased margins and reduced taxes. We use QuickBooks and are experts in both desktop and online versions. In addition to general bookkeeping, we also do QuickBooks file repair and cleanup, fixed asset and inventory tracking, year end adjustments, custom reporting, and integration with a variety of apps. We look forward to providing quality accounting services to our future clients.

person holding pen writing on paper
person holding pen writing on paper