Services
Finance & Strategy
- Develop and maintain timely and appropriate management information reports
- Develop internal policy and procedures for sound financial practices and internal control
- Prepare and present board of directors financial packages
- Evaluate and implement company needs for accounting systems
- Develop strategy and negotiate with banks, lease companies, landlords, vendors and venture capitalists
- Strategize and implement plans to deal with investment community
Management
- Business insurance (evaluate company needs and work with providers to put appropriate policies in place)
- Negotiate and manage banking and lines of credit
- Manage relationships with audit and tax professionals
- Employee benefits and payroll auditors
- Work closely with investors, venture capitalists and legal advisors
Accounting
- Budgets and forecasting
- Cash management
- Financial statements
- Stock option recordkeeping and administration
- Audits and tax planning
- Sound internal policies and procedures development
- Accounts payable and receivable management
- Sales and use tax reporting
Human Resources
- Stock option administration
- Employee insurance and benefit program implementation
- Benefits and payroll administration
- Benefits/payroll
- 401K plans implementation
- Compensations and commission plan development
- Policy and procedure development