Accounting Process Evaluation
Provide detailed evaluation of your organization’s accounting process, procedures and systems, and recommendations to streamline them
Audit Readiness
Review financial statements and supporting schedules of balance sheet accounts to prepare for audits
Guide creation of supporting schedules and reconcile balance sheet accounts prior to an audit
Budgeting
Facilitate business or personal goal setting and spend management
Outsourced Accounting Services
Provide monthly full-cycle accounting services and financial statement review
Sales & Use Tax Compliance
Preparation and submission of CA sales and use tax forms
Provide guidance for setting up accounting software to track sales tax
Advise on sales and use tax tracking and reporting best practices
1099 Compliance
Compile data from accounting software for eligible vendors
Contact vendors via accounting software or client-based accounting email for updated W-9 information
Prepare and submit electronic forms to IRS and vendors either via accounting software or other 1099 programs
Training
Provide training on various accounting software and general accounting training to staff
ESG Services
Carbon Accounting: accurately measure and report your company's carbon emissions, enabling targeted strategies for reducing environmental impact.
Software Consulting and Implementation: streamline your ESG data management with advanced software solutions, customized to fit your unique business needs.
ESG Strategy Development: craft comprehensive ESG strategies that align with your corporate objectives, promoting sustainable growth and ethical operations.
Compliance and Reporting: ensure adherence to ESG standards and regulations, with detailed reporting for transparency and stakeholder confidence.
Materiality Assessments: conduct thorough assessments to identify and prioritize the ESG issues most material to your business and stakeholders, ensuring focused and effective ESG strategies.
Sustainability Advisory: receive expert guidance on incorporating sustainable practices into your business model.
Policies, Procedures & Process Documentation
Provide guidance to organizations to assist them with developing their policies, procedures, and processes
Conduct interviews with accounting staff to understand roles and workflows
Draft accounting policies, procedures, and process documentation
Expense Reimbursement
Provide guidance and best practices on setting up and administering employee reimbursement programs and/or corporate card programs including:
- Drafting employee agreements, guidelines, and other documentation
- Identification and resolution of unreconciled items
- Software implementation related to these programs such as Expensify, SAP Concur, Brex and others
Software Expertise
Certified Quickbooks ProAdvisor
Sage Intacct
Netsuite
SAP Concur
Bill
Expensify