The scope of our work covers all accounting and financial matters including financial reporting, cash and profit planning, bank relations and tax planning. The focus of our efforts includes:
Negotiate Bank Financing
Drawing upon my combined experience as a CPA and Commercial Banker, I assist companies determine an appropriate amount, term and structure of financing.
Prepare Budgets and Forecasts that can be used by Management, Investors and Bankers. Tax and Profit Planning.
Supervise the Accounting Department; Prepare financial information for management and financial statements for Banks and Creditors. If necessary, select and implement new Accounting Systems.
Focus on reducing operating expenses and opportunities for profit improvement.
401K plan management and reporting.
Audit liaison (Sales Tax, Federal Tax etc.)
Corporate Sale or Acquisition