- Analyze and review financial statements
- Determine breakeven cash and optimal working capital needs
- Confirm that profit goals are in line with income needs
- Develop reports on where cash is being generated and spent
- Coordinate with your tax CPA and prepare for year-end planning
Accounting Outsourcing
- Reconcile bank and credit card statements
- Manage accounts payable and process vendor payments
- Manage invoicing and collections
- Develop monthly financial statements
- Prepare overhead budgets and monthly budget-to-actual analysis
Day-to-Day Operations
- Create and improve internal process and infostructure to increase efficiency
- Review and recommend improvements for project management and timekeeping
- Advise on insurance needs and review policies to attain proper levels of coverage
- Consult on office space, computer, phone, equipment, and IT needs
- Consult on website development, e-commerce, and fulfilment systems
Marketing
- Compile a comprehensive diagnosis of your company’s current marketing activities.
- Create recommendations and action plans on how to continue to grow your sales and brand awareness
- Develop and Research all components of a Marketing Plan
- Prepare marketing budget allocations and timelines
- Provide Social Media (Instagram, Facebook + Twitter) Marketing Recommendations + Tools to increase engagement and grow audience
Human Resources
- Assist in recruiting, HR development, and training for assistants and managers
- Confirm that all required employee documentation is correct and complete
- Create or review job descriptions to ensure they’re in sync with actual duties
- Review exempt vs. non-exempt and employee vs. independent contractor status of staff
- Review and update employee handbook and any office procedure manuals
- Provide ongoing staff management, training, and coaching
Business Establishment
- Setup accounting systems (chart of accounts, etc.)
- Explain your C-Corp, S-Corp, LLC, and Partnership options
- Oversee the set-up of your corporate entity
- Consult on personal liability, asset protection, and tax savings
- Recommend advisors for legal, insurance, real estate, and other needs
Automation and Business Tools
- Implement and train staff on business tools e.g.,
- Quick Books
- Studio Designer
- Bill.com
- Air Table
- Microsoft Teams
Studio Designer Training
- Train project managers on best practices for using Studio Designer for both project management and accounting purposes
- Assist staff in understanding all components of a project’s life cycle in Studio Designer: Items. Proposal, Orders + Invoicing
- Provide project profit calculations
- Create custom reports to fit your + your client’s needs
- Have a couple of questions? Contact us for our hourly training rate
