Services
Special Projects
At times within a company's business it makes best sense to outsource Special Projects. This can save time and money whether it be for covering an open position or extra financial consulting is needed that does not require a full time resource. This will allow a company to focus on its daily operations while hiring a consultant for a specific need.
Benefits:
- Maintains stable employee base thus improving morale and maintaining company-specific knowledge. Allows managers to focus on projects at hand;
- Allows for flexibility in resourcing for multiple projects;
- Saves on overall costs by continuing operations without hiring additional resources full time;
- Outside consultants can bring an alternative look or approach based on seeing multiple company operations and benchmarking.
Strategic Planning
My goal is to partner with you to help key players within your organization think differently. We all get caught up in the daily operations and meeting budgets but it sometimes takes an outside source to help one think outside the box. By understanding your company's core areas of daily operations and goals along with laying out methodical, organized steps, we can establish together a strategic plan that will deliver optimal performance of your business whether it is a small startup or large corporation.
This approach includes meeting with key members of your business to understand the processes and then providing best case scenarios for streamlining your business.
- Better understand their current situation;
- Articulate a desired future state (i.e., where they want to be at some point in the future);
- Explore how to get from here to there, in both theory and practice; and
- Align around a detailed action plan for achieving breakthrough results
Startup Company Support
Develop a full accounting system from designing general ledger chart of accounts, Accounts Payable, Accounts Receivable, Financial Reporting and other ad hoc reporting.
- Accounting System set up
- Financial Reporting
- Business Planning
- Market Analysis
- Documentation of Procedures
Financial Management
Many companies are cutting back in resources such as headcount to better improve the bottom line of their business. Through my 20+ years in finance and accounting, I have experience within the entire accounting cycle and can provide your company with either hands on assistance or overall financial overview. My services are specifically designed to suit the exact needs of growing businesses. Compass Business Consulting & Accounting believes in a standard of excellence in overseeing all client accounts, providing timely insights and financial advice, and carrying out proactive account management. This includes closing client books on a monthly or quarterly basis and providing consultations on a wide variety of client matters, preparation and interpretation of financial statements.
- Accounting and bookkeeping processes
- Budgeting and forecasting
- Cash flow management and projections
- Accounting documentation, including processes, procedures and operations manuals
- Job costing and inventory tracking
- Key metric benchmarking
Accounting & Bookkeeping Services
You focus on your business and let us worry about your books. Achieving a clear financial picture is a vital measurement of performance.. We will provide accurate, comprehensive financial information on a timely basis along with critical analysis, adding value beyond traditional reporting. Whether you’re a start-up or an established business, we can point you in the right direction and keep you on course!
- Accounts Receivable (A/R)
- Accounts Payable (A/P)
- Bank Reconciliation
- Sales & Use Tax Returns
- Financial Statements
Consider the value we offer:
- Implement a comprehensive accounting system with well-defined procedures and proper internal controls.
- Provide management with up-to-date financial statements needed to make smart business decisions.
- Rely on us for general ledger maintenance, bank statement, and credit card reconciliation
- We conference with you regularly to review and interpret financial results ensuring you understand the data and how it affects your business.