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Month-End/Quarter-End/Year-End Close
Invoicing & Accounts Receivable
Accounts Payable & 1099 Reporting
Tax & Audit Work-Paper Preparation
Accounting Policies & Procedures
Internal Controls & Process Improvements
Bank & Credit Card Reconciliations
Expense Reporting
Payroll Management

Financial Reporting

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Balance Sheet, P&L Analysis
Cash Flow Tracking & Forecasting
Budgets & Forecasts
Board Presentations & Financial Packages
Regulatory & Compliance Filings

Software Integraton

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Accounting System
Bill Payments
Expense Management
Merchant Account Services

Human Resource

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Payroll Setup & Processing
New Employee Onboarding
Insurance Selection

Estate & Trust

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Financial Document Collection
Confirmation of Assets Held
Creation of Accounting Schedules
Transaction Allocation between Principal and Income


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Initial Evaluation
Strategy Development
Compilation of Audit Documentation
Reporting & Financial Analysis
Expert Testimony
Meet the partners