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• Company Setup: Design and implementation of financial infrastructure, including a customized chart of accounts, bookkeeping systems, and accounting procedures specific to your industry.

• Accounting Software Implementation: Selection, installation, and customization of leading software like QuickBooks, Xero, or Sage to fit your business needs.

• Regulatory Compliance: Assistance with obtaining federal and state tax IDs, sales tax permits, and other essential financial documentation to ensure full legal compliance.

• Process Development: Creation of streamlined workflows for accounts payable, receivable, payroll, and expense tracking to enhance efficiency.

• Financial Policy Creation: Development of internal controls, financial policies, and reporting standards to promote accuracy and minimize risks.

• Training and Support: Hands-on training for business owners and teams on accounting software and maintaining proper financial records.

• Initial Financial Reporting: Preparation of key financial reports, including cash flow projections and budgets, to aid in strategic planning.

 

Whether you're launching your first business or setting up a new venture, we provide the tools and expertise to build a strong financial foundation.