Our Accounting Compliance Consulting Services are designed to optimize your financial operations and ensure regulatory compliance. Here’s an overview of the services we provide:

Chart of Accounts Review: We evaluate your chart of accounts for accuracy and alignment with industry standards.
General Ledgers Analysis: Comprehensive review of general ledgers or specified areas to ensure proper financial recording and reporting.
Outstanding Accounts Receivable (AR): Assessment of outstanding AR to improve cash flow and collection processes.
Return on Investment (ROI): Analysis of ROI to identify areas where investments are not meeting financial goals.
Tax Filings Review: Ensure accuracy and compliance with all tax filings, minimizing the risk of penalties.
Profit Margin Reporting: Detailed reports on profit margins to highlight areas of strength and opportunities for improvement.
Job Costing Evaluation: Examination of job costing to ensure accurate tracking of project expenses and profitability.
Loss Leader Analysis: Identification of loss leaders that are not meeting ROI goals, with strategic recommendations for improvement.
Advisory on Improvements: Expert advice on changes that can enhance financial performance and help achieve your business goals.

By leveraging our expertise, we help you maintain financial health, optimize operations, and ensure compliance with all relevant accounting standards.

Retainer Services

What’s Included:

  • Outstanding AR
  • Profit & Loss
  • Job Costing Review
  • Answer questions via email within 2-3 business days
  • Monthly remote Meeting

What’s Included:

  • Everything listed in the Basic Plan, plus:
  • Payroll Liabilities
  • Sales Tax/Quarterly Taxes
  • Income Statement Review
  • Answer questions via email within 1 business day
  • Monthly Meeting becomes Bi-weekly

What’s included:

  • Everything listed in the Basic and Standard plans, plus:
  • Profit Margin Review
  • General Ledger Review
  • Dedicated person to call for issues and emergencies
  • Priority Assistance
  • Meetings can be weekly if requested

Consulting Services We Offer

Safety

Our Safety Compliance Consulting Services ensure your organization meets the highest safety standards and regulatory requirements. We review safety logs, documents, incident reports, and manuals; verify OSHA and Department of Labor compliance; optimize SOPs; implement best practices; analyze financial impacts of job/time loss and workers’ compensation claims; and observe on-site behavior to identify any gaps.

Accounting

Our Accounting Compliance Consulting Services optimize your financial operations and ensure regulatory compliance. We review charts of accounts, general ledgers, outstanding AR, ROI, and tax filings. We provide reports on profit margins, job costing, and loss leaders, and offer strategic advice to help you meet your financial goals. Let us help you enhance your financial health and operational efficiency.

Human Resources

Our HR Compliance Consulting Services ensure your HR practices meet regulatory standards. We review employee records, job descriptions, handbooks, benefit offerings, and required labor postings. We also provide expert advice on areas for improvement, helping you maintain a compliant and efficient HR environment.

Rapid Review

Our Rapid Review Compliance Consulting Services provide a basic review of key compliance areas in Safety, Accounting, and HR. Choose from services like reviewing safety procedures, outstanding AR, or employee records. We report our findings to help identify gaps and improvements. First-time customers can select from three tailored packages to meet their needs.