Accounting & Financial Service

FREEING UP YOUR TIME SO YOU CAN FOCUS ON WHAT MATTERS MOST

Running an organization is a complicated and stressful job, but adding in reporting deadlines, changing requirements and limited internal resources can make it even tougher. To help make our clients’ lives easier and enable them to put the focus back on their Funds' mission of providing benefits to participants and their beneficiaries. We offer a full suite of accounting and financial solutions.

Our solutions simplify our clients’ accounting functions by allowing them to delegate many time-consuming and tedious accounting tasks to our team so they can concentrate on what matters most. Your organization can engage our team to handle specific accounting and financial services for any length of time, helping them remain cost-effective.

OUR SERVICE INCLUDE

• CFC/Controller services
• Financial data entry
• Financial recruiting service
• Financial statement preparation and analysis
• Cash management and cash flow projections
• Board meeting reporting and presentations
• Audit preparation
• Accounts payable/cash disbursements and accounts receivable/cash receipts processing
• Bank credit card, investment account, and general ledger reconciliations
• Compliance and application of new accounting principles and other fiscal regulations
• Budgeting and budget performance reporting
• Due diligence guidance and best practices for internal control management
• Compilation of schedules and supporting documentation
• Fixed asset tracking
• Review and/or establishment of government compliant accounting system (including OMB A-110 and A122)
• Indirect cost rate negotiation and cost allocation and methodology
• Payroll processing
• Retirement contribution processing
• Accounting software implementation