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Current Rating

• B

Estimated Time to Increase Your Score to an A-Level

Profit & Loss Review

• PASS: Revenue accounts are positive
  All of your revenue accounts are zero or positive, which is the direction you’d like revenue to go.

• REVIEW: Expense accounts are positive
  All of your revenue accounts are zero or positive, which is expected.

• NEEDS ATTENTION: COGS accounts are positive
  If you have a Cost of Goods Sold account, it is zero or positive which is expected.

• PASS: COGS never exceeds revenue
  If the books are being done correctly, in a healthy business, your COGS should never be greater than your revenue - which isn’t.

Performance Ratings

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Areas of Expertise

• Bookkeeping
• Accrual Basis
• Journal Entries
• Bank Reconciliations
• Complex Reconciliations
• Intercompany Transactions
• AP/AR Management
• Inventory Management
• Payroll Processing
• Fixed Asset Management
• Lease Accounting
• Month End Close
• Revenue Recognition
• ERP Implementation & Optimization
• FP&A / CFO
• Budgeting & Forecasting
• Strategic Planning
• Working Capital
• Treasury Management
• Expense Management
• KPI Development
• Cash Flow Analysis
• Pricing Strategy
• Competition Analysis
• Due Diligence
• Benchmarking
• Industry Analysis
• Market Research
• Capital Planning
• Debt & Equity Financing
• M&A Analysis
• Investor Reporting

Tax Services

• Federal/State Income Tax Returns (Form 1120)
• Partnership & LLC Returns (Form 1065)
• Sales & Use Tax Returns
• Payroll Tax Filings (Form 941, W-2, W-3)
• Withholding Tax Filings (1099)
• Property Tax Filings
• Excise Tax Returns
• International Tax Filings & Reporting
• R&D Credits
• Nexus Analysis
• Corporate Structures & Reorganizations

Advisory Services

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