Firm Services ​
Firm Services ​
Advisory CFO/COO/CEO
Outsourced Accounting, Monthly, Quarterly, Annually
Financial Statement Preparation & Analysis
Accounting Department Evaluation & Assessments
Policy & Procedure Development or Review
Project Proformas, Cash Flow Evaluation
Budget Development & Reporting
Grant & Project Compliance Reporting
Accounting Transaction Record Catch Up, Clean Up, Reconciliations
Financial Record Review in coordination for Year-End Audit
External Audit Liaison
Banking Liaison
A Variety of Industries Served
A Variety of Industries Served
Commercial Gaming
Agribusiness & Equine
Health Care
Home Owners Association
Private Lending & Financing
Not-For-Profit
Retail
Tribal Government
Tribal Gaming
TGAs, Commission & Regulation
Housing Authority
Economic Development Enterprises
(Fuel & Convenience Store)
(Tobacco Manufacturing, Wholesale, Retail)
Fees & Policies
Fees & Policies
Retained Service: Flat rate monthly, due on the 1st business day of every month.
or
Ad Hoc: Hourly basis, due upon receipt.
*Fees are based on the Firm's evaluation of the services to be delivered to the client.
Retainers are always required in advance of services and are non-refundable.
Retained service contracts may require ACH.