- Review of monthly financial statements and monitoring of book keeping and bank reconciliations.
- Review of payroll preparation and ensuring the compliance to Regulatory and Tax requirements
- Ensuring monthly deposit of sales tax and filing of return.
- Monitoring monthly inventory (packed stock) reconciliation and control.
Budget preparation and monitoring.
- Profitability analysis by product or department.
- Preparation of Breakeven Point.
- Preparation of product costing and pricing.
- Tax saving strategies.
- Trend analysis.
- Liaison with bankers, attorneys, vendors, insurance agents, etc.
- Assistance in obtaining financing from banks, including assistance with negotiations.
- Analysis of equipment purchases, expansions, etc.