System Selection and Implementation Assistance
Selecting an accounting package, a CRM package, or an ERP system is crucial to your business success in this high-tech business world that we live in today. Having someone that can assist who understands both the financial and operational impact of that system and its setup are critical to your success. We are availalbe to assist you and your staff with the system selection and implementation process. These projects are temporary in nature and can often overwhelm the staff that are trying to maintain their own current job responsibilities.
CPA Tax Preparation
Preparation of tax returns is a necessity for both businesses and individuals. We are prepared to assist our clients in the preparation of both their business returns and individual tax returns.
Cash Flow and Budgeting
A business may be profitable but may still struggle with cash flow. We provide tools for our clients to manage the business cash flows and develop plans. We provide training and implement processes to improve cash flow. We work with our clients to help develop budgets and set goals
As a certified QuickBooks Pro-Advisor, Frannie DiNatale has the necessary tools and technical expertise to install, setup and support all of your QuickBooks needs. We can be sure that the correct QuickBooks version is selected, the set-up is completed correctly, and software upgrades are completed. We can provide staff training, monthly maintenance and reconciliations, and year end close out procedures.
Our outsourced temporary or long-term Controller/CFO services provide companies with the experience and expertise that they need to effectively manage change, implement new systems, and grow the bottom line. Outsourcing accounting services is a proven, cost-effective solution for businesses of all sizes, even those that have a dedicated accounting staff. An outsourced professional can provide a valuable third-party perspective as well as the experienced, licensed and trained personnel to complete mission-critical tasks. Save thousands on payroll costs and outsource your Controller or CFO needs with us!
Maintaining accurate financial records is critical for business decision making. It is a top priority to provide accurate and timely financial information to our clients. We have a full range of cost effective accounting services available to our clients. Our services include:
Bookkeeping Services & Small Business Accounting
Designed to relieve the burden of maintaining financial records while also trying to manage and grow the business. Our firm can provide the accounting software to maintain accurate up-to-date financial records. We will eliminate the burden of daily record keeping. We will provide you with valuable reports including financial reports, reconciliations, sales analysis reports, and a clear picture of your company's financial health each month.
Financial Forecast & Projections Tools
Forecasting is key to growing the bottom line and projecting where the business will be within a specific time period. Our experience can help you to understand where your business is going and how to stay the course or change directions. Financial projections are often key to receiving a line of credit or a bank loan to provide the working capital that your business needs.