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