Consulting

Services

Accounting services for small businesses & non-profits.

Menu of Servies


The Consultant (a monthly plan)

Includes:

  • review & reconcile books

  • reconcile & adjust books for monthly financial reporting

  • prepare & submit sales tax deposit

  • introduce quality CPA, payroll & other outside services, if needed

  • analyze organizational operations of entity

  • various consultations

  • weekly intercessory prayer

 

 


The cfo (an annual plan)

Includes:

  • customized monthly summary reports for internal use

  • financial analysis (tax motivated v profit motivated)

  • tax planning

  • profit analysis, efficiency & strategy

  • future planning & projections analysis

  • review & reconcile books

  • reconcile & adjust books for monthly financial reporting

  • reconcile & adjust books for quarterly & annual financial reporting

  • prepare & submit sales tax deposits, quarterly & annual tax returns

  • financial statement analytics

  • assist in identifying weaknesses of the organization

  • preparation of quarterly government forms & reports

  • payroll & informational return consulting (W-9's, 1099's, etc)

  • assist in developing efficiencies for organization

  • assist in improving value of entity/organization

  • oversee accounting department, as needed

  • introduce quality CPA, payroll & other outside services, if needed

  • various consultation

  • weekly intercessory prayer


The controller (a quarterly plan)

Includes:

  • customized monthly summary reports for internal use

  • review & reconcile books

  • reconcile & adjust books for monthly financial reporting

  • reconcile & adjust books for quarterly financial reporting

  • prepare & submit sales tax deposits & quarterly tax return

  • financial statement analytics

  • preparation of quarterly government forms & reports

  • introduce quality CPA, payroll & other outside services, if needed

  • assist in identifying risk & weaknesses of the organization

  • various consultation

  • weekly intercessory prayer


The Philanthropist (An annual non-profit plan)

Includes:

  • assist in entity set up & achieving tax exempt status

  • prepare internal, quarterly & annual financial reports

  • manage record keeping

  • assist in developing efficiencies for organization

  • reconcile & adjust books for financial reporting

  • maintenance of quarterly & annual government filings

  • introduce quality CPA, payroll & other outside services, if needed

  • payroll & informational return consulting (W-9's, 1099's, etc.)

  • assist in identifying risks & weaknesses of the organization

  • future planning & projections analysis

  • assist in promotion of organization

  • assist in introducing similarly focused entities

  • oversee accounting department

  • various consultation

  • weekly intercessory prayer


Please contact me for more information and pricing.