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FINANCE MANAGEMENT

Controller/Advisory Services

• Budgets
• Year End Close
• Budgets to Actuals
• Cash Flow Projections
• Vendor Selection
• Internal Financial Visibility
• System Selection & Implementation
• Implement New Policies & Procedures 

Full Charge Accounting

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BOOKKEEPING

  • Job Costing

  • Accounts Payable

  • Accounts Receivable

  • Bank Reconcilation

  • Credit Card Management

  • Daily upate of Quickbooks Online

  • Actively monitor cash flow and notify of potential fund shortages

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REPORTING

  • Balance Sheet

  • Profit & Loss

  • Reconciliation

  • AP/AR Aging

  • Custom Reporting

PAYROLL SERVICES

(We use ADP and Gusto for payroll)

  • Process payroll

  • File and pay payroll taxes

  • File 1099 and W2 Reports annually

Additional Services

• Accounting Support
• Due Dilligence Prep
• Business Formation
• Annual Corp. Filings
• Personal Finances
(available to current business clients)
 

COLLARD MANAGEMENT

Helping Good Businesses Become Great!

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