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  • Financial Services
  • Human Resources
  • Associations

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Our professionals review a client’s company as an entire entity.  Identify areas requiring in-depth analysis.  Drill down to clients overall management of the day to day operations.  Monitor revenue generation and expenditures to distinguish need for additional in-depth analysis; establish and maintain an internal control structure for procurement, revenues, expenditures, assets and financial reporting to insure fiscal accuracy as needed.


•       Coordinate and direct strategic and financial planning and annual budgets;  

•       Develop internal control policies, guidelines, and procedures for budget administration,          cash and credit management, and accounting; 

 •      Prepare financial statements, business activity reports, financial position forecasts and          annual budgets;  

•       Advise management on short-term and long-term financial objectives, policies, and          actions;  

•       Analyze the financial details of past, present, and anticipated operations in order to         distinguish development opportunities and areas where improvement is required;  

•       Assess needs for acquiring funds and investment of surpluses, and propose appropriate         recommendations;  

•       Review client’s organizational policies and procedures, and offer suggestions to comply         with current GAAP accounting standards;  

•       Perform audits of company accounts and financial transactions to guarantee  compliance with state and federal requirements and statutes;  

•       Develop and maintain relationships with banking, insurance, and non-organizational         accounting personnel to initiate financial activities; 

 •      Monitor and evaluate the performance of accounting and financial staff; propose and         execute personnel promotions and dismissals;



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