Accounting & Finance Expertise - Service Solutions
- Financial Management & Operations
- Performance Management & Operations
- Enterprise Management
- Part-time CFO and controller
Accounting & Finance Expertise - Service Area
Based in Camarillo, CA primarily serving Ventura County, Santa Barbara County, and Los Angeles County. Additional travel based on project needs.
Service Solutions
Financial Management & Operations
- Financial statement preparation assistance
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- Month-end and year-end close assistance and related process efficiency
- GAAP technical research and white paper summary and business impact
- Consolidation and acquisition accounting
- General and subsidiary ledger maintenance, analysis, and reconciliation
- Chart of accounts restructuring and conversion
- Foreign currency accounting and analysis
- Financial analysis including KPIs, contribution margin, break-even and target profit analysis, price-volume variance analysis, and other metrics
- Audit compliance, including managing the audit internally and schedule preparation
- Merger & acquisition financial due diligence assistance
- Systems implementation and conversions
- Documentation of process & procedures
- Company compliance
Performance Management & Operations
- Pricing and product decision analysis
- Budgeting and variance to actual reporting
- Key performance indicator identification and benchmarking
- Forecasting, rolling short and long range
- Cost accounting
- Cash management from cost and disbursement controls to bank relations and cash flow forecasting
Enterprise Management
- Project management
- Bank relations
- Insurance
- Strategic plans
Part-time CFO and controller
