Services

Corporate Accounting

Corporate Accounting

  • Outsourcing of accounting processes and tasks
  • Interim replacement of management/accounting personnel
  • Close process management and improvement
  • Accruals & journal entries – preparation/review
  • Automation of calculations and analysis
  • Chart of account setup, review and modification
  • Clean-up & troubleshooting

Financial Reporting

Financial Reporting

  • Outsourcing of financial reporting processes
  • Interim replacement of management/accounting personnel
  • Financial statement preparation and review
  • Internal/external management reporting – creation, processing & maintenance
  • Financial analysis & charts – creation, processing & maintenance
  • Clean-up & troubleshooting

SEC Reporting

SEC Reporting

  • 10Q/10K preparation and review
  • Technical accounting & research
  • Implementation of new accounting standards
  • Checklists - preparation and review

Excel Spreadsheet Automation & Customization

Excel Spreadsheet Automation & Analysis

  • Power Query & Power Pivot (Get and Transform)
    • Power Query – Automate the process of importing data from many sources (Excel files, text/csv files, databases, web sites), and transform/clean the data (including previously unusable system reports) into accessible data tables within Excel’s Data Model
    • Power Pivot – Create powerful pivot tables that aggregate and analyze information from multiple data tables within Excel’s Data Model using a relational database structure
  • Modification of processes, reports and tools to reduce preparation time (often reducing preparation time by 90%)
  • Spreadsheet structure design - best practices
  • Accounting reports, calculations, analysis
  • Visualization – charts and graphs
  • Quality control & error reduction integration
  • Clean-up & troubleshooting

Small Business Accounting & Bookkeeping

Small Business Accounting & Bookkeeping

  • Outsourcing of accounting processes and tasks
  • Financial statement preparation/review
  • Financial reports, analysis & charts
  • Chart of accounts - setup, review and modification
  • Account reconciliations
  • Clean-up & troubleshooting

Income Taxes

Tax & Other Services

  • Individual & small business tax return preparation
  • Sales tax issues
  • Minister taxes and housing allowances
  • Church accounting and reporting