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More about outsourcing Sampe outsourcing RFP

Services

Click these links to learn more about specific services:

Starting a Business Running a Business Exiting a Business
Tax Planning and Preparation Other Services Accounting Outsourcing

Starting a Business

If you are starting a new business we can help you:

  • Decide on the right business structure
  • Comply with business regulations
  • Determine the right accounting system
  • Address human resource issues
  • Effectively use strategic planning
  • Develop business plans, budgets, and cash flow analysis

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Running a Business

If you are running a business we can help you:

  • Ensure books and records are accurate
  • Do payroll and file tax forms
  • Protect your cash and investments
  • Monitor your results
  • Maximize tax breaks
  • Deal with accounts receivable collections
  • Assure regulatory requirements are met
  • Assist with operating capital
  • Assist with obtaining additional capital
  • Help expand operations

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Exiting a Business

If you have had enough we can help you:

  • Explore exit strategies
  • Arrange buyouts
  • Arrange financing options
  • Arrange selling via business broker
  • Help you protect assets

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Tax Planning and Preparation

We provide tax planning on an ongoing basis throughout the year.

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Other Services

We have extensive experience in:

  • Government contracting
  • Non-profits
  • Business Process Re-engineering

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Accounting Outsourcing

We perform all of the services required for the accounting and finance operations either on site or off site, including:

  • Determining the most appropriate accounting system to meet your needs
  • Setting up and upgrading accounting systems
  • Developing accounting policies and procedures
  • Preparing invoices
  • Processing cash receipts, cash disbursements, credit cards, and payroll
  • Preparing and processing journal entries
  • Reconciliation of general ledger accounts, including bank and investment accounts
  • Preparing month end financial reporting package
  • Presenting results to management and the Board of Directors
  • Providing financial information to operational areas
  • Reporting to outside regulatory agencies and others, i.e. debt covenants requirements, federal and state grant reporting, IRS
  • Financial planning and forecast
  • Budgeting
  • Cash management
  • Fixed asset management
  • Cost benefit analysis i.e. leasing vs. purchasing, new product development
  • Filing of necessary returns and information; i.e. tax returns, property taxes, foreign entities in states, charitable state registration, workers compensation, annual tax returns, sales and use tax, 1099s
  • Negotiations on major items such as office space, telephones, major equipment purchases, insurance
  • Training for non financial managers

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Click here for three types of outsourcing   *  Click here for sample RFP on finance outsourcing


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