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Protection

Get support with our highly advanced, superior, comprehensive bookkeeping plus services. 

Understanding your business financials can be daunting. We identify and address any risks before they affect your business. ​

Our comprehensive services include organizing your records, ensuring regulatory and managerial compliance, risk mitigation, and Back Office Process Outsourcing (BPO). We support you so you can concentrate on your core objectives and have peace of mind knowing that your financials are accurate, and processes are standardized. 

Controllership Services: Regulatory Compliance 

  • Taxes and Tax Filings  

    • Payroll Tax Returns

    • Sales Tax Returns 

    • Property Tax Returns

  • HR Compliance 

    • Contractors (W-9s and 1099s) 

    • I-9 Tracking 

    • Workers’ Comp 

    • Offer guidance on ACA (health insurance)

    • Retirement/Benefits Compliance 

    • Labor Law Posters, etc. 

  • Other Compliance 

    • Business Licensing 

    • Permits 

    • Census Reporting

Back Office Process Outsourcing (BPO)

  • Receivables Processing 

  • Payables Processing* 

  • Expenditure Processing (Non-Payables)* 

  • Payroll Processing
     

*Managing operating capital requirements for payables and expense processing as well as negotiating payment terms with vendors are Controllership Services functions.

Controllership Services: Managerial Compliance

  • Budgeting  

    • General and Administrative 

    • Jobs/Projects

    • Manufacturing 

    • Capital Expenditures 

  • Purchasing  

    • Policies 

    • Procedures 

  • Spending  

    • Policies 

    • Procedures 

  • Asset Management  

    • Physical Accountability and Controls 

    • Acquisition and Disposition Strategies 

    • Leasing Strategies 

Controllership Services: Risk Mitigation

  • Receivables Monitoring*  

    • Customer Receivables  

    • Employee Receivables  

    • Owner Receivables  

    • Notes Receivable  

  • Internal Controls (Financial)  

    • Separation of Duties  

    • Access Authorizations (e.g. Sensitive Financial Information)  

    • Internal Audits (Non-Tax)  

  • Creditor Management** 

    • Credit Agency Monitoring and Voluntary Reporting  

    • Negotiating Terms with Vendors for Past Due Payables
       

* Receivables monitoring focuses on bad debt mitigation, not receivables entries or processing. 

**The management of banking relationships is often a CFO function. 

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Reach out today and let us handle the stress while you focus on success!

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