Your Company's Source

Maintain your company's day-to-day financial activity and records, ensuring accuracy and compliance with accounting standards. Develop clear and concise financial reporting frameworks that provide insights into your company's financial health to ensure that management has access to timely and accurate information for decision-making. Timely preparation and distribution of financial reports, such as Profit and Loss, Balance Sheet, Cash Flow Statements, Monthly Operating Cash Burn Reports, Comprehensive Revenue and Customer Detailed reports. We handle all month-end and year-end financial closing processes and reconciliations.

Specializing in assessing the performance of your accounting staff by evaluating technical competencies, by reviewing the accuracy and completeness of financial records, adherence to accounting standards, and the ability to meet reporting deadlines. We provide tailored training programs to upskill your existing accounting team, identifying areas where additional accounting and operations training or recruitment is needed to strengthen the team's accounting and finance capabilities. We assist with the recruitment, interviewing and training of your new accounting staff.

Offering immediate support to businesses that have lost their key-accounting staff-member(s). Our mission is to provide a seamless transition during critical financial periods, ensuring that accounting tasks continue without disruption. Or add to your already competent finance team with part-time or interim CFO/Controller services to provide financial leadership and strategy without the cost of a full-time executive.

Our expertise lies in the selection and implementation of accounting software and cloud-based finance solutions such as general ledger packages, e-commerce platforms, automated sales tax compliance, point of sale solutions, inventory management systems, payroll processing and more. Ensuring that our client’s financial processes are streamlined, their financial data is accurate, and efficiencies improved.

Recommend and administer employee benefits programs, including health insurance, retirement plans, and other employee perks. Handle compliance with payroll tax regulations and reporting requirements. Process payroll accurately and on time, including calculating taxes, deductions, and direct deposits. Design and implement effective onboarding programs to welcome and integrate your new hire by ensuring compliance with paperwork, training, and introduction to company culture. Act as a mediator in resolving workplace conflicts and disputes. Promote positive employee relations through communication, policies, and programs.

Assist in the creation of budgets and financial forecasts to guide financial planning and resource allocation. Monitor actual performance against budgets and forecasts, making adjustments as needed. Help clients manage their cash flow effectively to ensure they have enough liquidity to meet financial obligations. Provide recommendations for optimizing cash flow through better invoicing, expense management, and credit control.