Accounting Reports & Financial Analysis

Below are some of the accounting reports and actionable financial analysis we can provide to ensure you have all the financial information you need to effectively run your business.

Operational Accounting Support

  • Perform basic accounting functions (e.g., billing, AP/AR, payroll, etc.), monthly/annual financial closings, general ledger reconciliations, cash management, and project reporting on a timely basis.
  • Provide oversight and support to internal accounting staff and ensure that proper accounting controls are in place to minimize the risk of employee fraud.

Actionable Financial Analysis

Cash Management & Forecasting

Technical Accounting & Reporting

  • Assist, identify, and prepare accounting records in accordance with U.S. GAAP for the purpose of filing SEC forms and documents.
  • Consult regarding complex U.S. GAAP compliance issues such as convertible debt with warrants, derivative liabilities, new collaborative contracts for distribution, and other equity transactions. Perform research as needed, and prepare position papers for management and auditors on issues requiring resolution.
  • Provide audit support during year-end and interim financial audits, including creating schedules in advance, preparing financial statements in accordance with U.S. GAAP, and responding to inquiries and follow-up questions. All of this can be done to help reduce audit fees and minimize the disruption to your business during the process.

Financial Consulting

  • Participate in financial discussions with tax advisors, attorneys, bankers, etc. to ensure proper planning strategies.
  • Help structure employee compensation plans that incentivize efficiency and are aligned with the financial goals of the company.

Accounting Support for Significant Business Events

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Improve the financial health of your business

Contact us today to schedule a free consultation with one of our CFOs.

Read Our Client Case Studies

The case studies below detail some of the financial challenges our clients faced, the outsourced accounting solutions we provided to address those challenges, and the ROI they achieved as a result.





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