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Consulting:

Identifying and reducing risks, whether large or small, is like stepping on solid ground.
Projects

Let us develop a custom work engagement based on your needs. Here’s what we’ll do:

Phase 1 is an assessment, then development of a scope of services, with a followup meeting with management regarding which services are needed and a timeline for providing and completing services.

Phase 2 is when we put the services team on task to respond effectively and efficiently. Budgeting of hours at reasonable rates to keep costs contained.  Weekly updates on new issues identified and services concluded.

Phase 3 is wrapup and reporting. At the end of the engagement, either verbal or written reports are produced and if requested, quarterly checkups to ensure reduction-of-risk opportunities are being applied.

Back Office Support
  • Bookkeeping
  • Monthly Closures
  • QuickBooks Desktop
  • QuickBooks Online
  • CPA Office
Specialized Consulting
  • Financials back on track
  • Interim CFO/Controller
  • Audit preparation
  • Funding Disruption
  • Receivership
  • Process Reviews
Insurance
  • Fidelity Bond Claims
  • Catastrophic Events
  • Business Interruption
  • Lost Profits
  • Damages
Mortgage
  • Mortgage Quality Control Plans
  • Quality Control Plans
  • LEs and CDs Disclosure
  • Fair Lending practices
  • Pre-Funding/ Post-Closing/