Develop Your Business Program

This will allow our team to perform a detailed review of the results of operations, such as payroll, compliance, bank reconciliation accuracy, and balance sheet adequacy, to better understand the overall financial health of your business.

Either in person or virtual meetings with your dedicated CPA to initiate a financial structure for consistent financial reporting, construction of strategic planning of capital asset renewal and replacement reserves, and evaluation of debt management, investments, and tax incentives. These meetings can reoccur as needed or quarterly to further ensure complete clarity of all business or personal transactions.

A consultation and evaluation of State & Federal Employment Labor Law Compliance, employee performance management, as well as, recruiting planning and retention strategy. We will also have meetings as needed, throughout the year, with your dedicated HR representative to continue to monitor compliance areas, such as; policies/procedures and practices, recordkeeping, and accurate reporting.

Your dedicated team member will assess a realistic timeline for a “catch-up” of financial records (if needed) while integrating any existing QuickBooks accounts. They will review payroll and bookkeeping records, such as any prior payroll tax reporting data, bookkeeping, and beginning balances, any/all open or outstanding invoices, updated chart of accounts, month-end balances, and general ledgers. We also offer QuickBooks training, on-site, if needed.