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Foundational Accounting and Finance

What we’ll do for you: 

  • Expert guidance in accounting set-up tailored to your specific business model, including a customized chart-of-accounts for seamless financial organization.

  • Comprehensive review of company and legal structure to identify areas for efficiency, resulting in a streamlined reporting structure.

  • Implementation of cutting-edge tools to automate payment processing, revenue recognition, financial planning and analysis, and the close process – saving significant time and resources.

  • Expert chart-of-accounts setup, thorough bookkeeping and accounting, monthly balance sheet reconciliations, and in-depth account analysis ensuring the integrity of your financial records.

  • Streamlining vendor onboarding, invoice processing, payment automation, and cash flow management for smoother vendor relationships.

  • Enhanced customer management, sales order processing, invoicing, collections, sales tax filings, and revenue recognition processes for maximum cash flow.

  • Implementation of dedicated revenue recognition software for accurate revenue calculations.

  • Seamless payroll setup, processing, and administration of benefits, stock-based compensation, vacation accruals, and bonus calculations, along with the implementation of expense reporting systems.

  • Detailed reporting and analysis across accounts payable, accounts receivable, key financial metrics, and trends to empower better business decisions.

How we’ll do it:

  • Accounting mastery and in-depth knowledge of GAAP industry-specific accounting standards; interpreting and appling these standards effectively.

  • Expertise in preparing financial statements (balance sheet, income statement, cash flow statement) and deep understanding of their implications.

  • Strong analytical skills to draw insights from datasets to guide decision-making.

  • Solid understanding of internal controls and auditing procedures to ensure accuracy and compliance.

  • Familiarity with corporate tax laws and regulations.

  • Proficiency in accounting software and emerging automation tools.

  • A continuous improvement mindset focused on streamlining processes and procedures.

  • Excellent written and verbal communication skills to explain complex financial concepts to both finance and non-finance colleagues.

  • Strong analytical and problem-solving abilities to resolve complex financial issues.

  • Unwavering commitment to integrity, best practices and high professional standards.

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