ENTERPRISE RISK MANAGEMENT
Following the COSO Risk Management Framework we help design processes, procedures, and controls for:
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Risk Identification and Assessment
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Risk Measurement
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Risk Mitigation
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Risk Reporting and Monitoring
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Risk Governance
ENTREPRENEUR AND SMALL BUSINESS
The help you need so you can focus on running the business.
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Fractional CFO/Controller
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Marketing and Strategic Planning
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Process Improvement and Automation
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Business Formation
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Business Valuation
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Exit Strategy
FINANCIAL PLANNING, ANALYSIS, AND REPORTING
Whatever it takes to understand your business and drive timely, value-added decisioning.
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Balance sheet analysis
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P&L impacts
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Cost-benefit and break-even analysis
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Make-or-buy decisioning
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Financial statement line-item reporting
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Management metrics, threshold, and visual reporting
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Cost and managerial accounting
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Cash flow analysis
INTERNAL AUDIT AND CONTROLS
We can design, implement, and execute your internal controls, including creating company policy, based on COSO's 2013 Framework:
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Control Environment
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Risk Assessment
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Control Activities
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Information and Communication
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Monitoring
NOT-FOR-PROFIT, WINERIES, FOOD AND BEVERAGE, AGRICULTURE
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Tax preparation and planning
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Bookkeeping and accounting services
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Financial statement preparation
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Payroll processing and management
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Business consulting and advisory services
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Audit and assurance services
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Estate and trust planning
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QuickBooks setup, training, and support
