Customized, flexible services from professionals with
real-world experience.
Leverage best practices in accounting, 报告, 控制, 工资, and processes by outsourcing your financial management or accounting functions on a temporary or long-term basis. Working as an extension of existing staff, your advisors 将 become engrained in the business and understand your specific goals and challenges. This results in management and accounting services customized to your unique needs, allowing you to focus on day-to-day business operations and make more informed decisions.
Your internal staff 将 benefit from working alongside seasoned professionals who can provide direction, answer questions and share knowledge garnered from years of hands-on experience. You 将 always have the flexibility to choose the level of service desired. And your dedicated engagement team 将 work onsite or remotely (if preferred)—on a weekly, monthly or quarterly basis.
AMO服务
Fractional CFO / Controller / Finance Director
- Strategic plan consulting
- Financial and tax strategy consulting
- Banking relationship assistance
- Insurance and risk review
- Auditor, board, and investor relations assistance and participation
- 首席执行官顾问
- Contract and vendor management assistance
- Best practices implementation
- Finance staff mentoring and coaching
- 月底结束 assistance
- Budgeting process assistance
- Metrics and KPIs recommendations
- Internal 控制 improvements
- Revenue and cash flow forecasting
- Financial statement improvement
- Debt activity and compliance assistance
- 会计 systems review and enhancement
- Employee benefit plan review
BOLD denotes CFO functions
Bookkeeping and Financial Statement Preparation
- Monthly or quarterly accounting
- 月底结束
- Financial statement preparation and compilations
- A/R and A/P processing
- State and federal 报告 requirements
- Sales and use tax filings
- Fixed asset schedule preparation and upkeep
- Other accounting records management
Consulting and Preparation
- General 工资 consulting
- Payroll processing
- Payroll tax return filings
- Form 1099 preparation
- Multi-state withholding (mobile workforce or remote work)
- Payroll tax credits
- Federal and state agency notice support
- Employee fringe benefit taxation
- Payroll tax planning and forecasting
- Payroll system consulting
- Buy-side transaction 工资 tax due diligence
- TPA services for 401(k)
- Payroll accounting
AMO Leadership Team
格雷格•史密斯
AMO Practice Lead | Fractional CFO | Fractional 服务 Team LeaderCourtney Baskette, CPA
会计 服务 Team LeaderMelissa Doumbia
Fractional Finance Director | Payroll 服务 Team LeaderRedpath Insights 博客
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