Financial Services
Budgeting
- Cash or accrual
- A/R’s, A/P’s
- Sales tax
- Fixed and variable costs
Financial
Review
- Income statements
- Balance sheet
- Cash flow
- Ledger reconciliations
- Growth, real estate, assets and IT
- Marketing
Accounting
- Cash flow management
- Full charge bookkeeping
- Financial statements and reports
- Monthly, quarterly and year-end review
- Report preparation for year-end taxes and audit by your CPA
- B-Corp
- Transaction categorization
- Payroll partners
Coaching
- Financial consultation
- Initial set-up for new companies
- Fractional CEO, CFO, CMO and CTO
- QuickBooks software installation and set-up
Equestrian Management
Services
- Bookkeeping
- Fractional CFO Services
- Equestrian Center Management Software