We are dedicated to providing business owners with the financial information they need to grow their business and maximize profitability while minimizing tax liability. Proficient Accounting Services provide:

CFO ADVISORY SERVICES:

Monthly Financial Reporting:

• Profit and Loss

• Balance Sheet

• Cash Flow Statement

Financial Planning & Analysis (FP&A)

• Budget creation and management

• Rolling forecasts and cash flow projections

• KPI development and performance dashboards

• Variance analysis (budget vs. actuals)

• Break-even and unit economics analysis

Financial Modeling & Analysis

• Pricing & Profitability Analysis

• Marketing Effectiveness & Competitive Analysis

• Job Costing, Payroll & Expense Reduction Analysis

• Inventory/Services & Cost/Benefit Analysis

• Accounts Receivable & Account Payable Analysis

Accounting Oversight & Controls

• Oversight of bookkeeping/accounting teams

• Month-end close process optimization

• Financial statement review (P&L, balance sheet, cash flow)

• Internal controls and risk management

• Audit preparation and coordination

In summary, our CFO Advisory Services are dedicated to enhancing your financial well-being by mitigating risks, seizing opportunities, optimizing cash flow, and strategically planning for your future success. Partnering with us means gaining a trusted advisor committed to your financial health and long-term prosperity.

BOOKKEEPING SERVICES

Our bookkeeping and accounting services include:

• Capturing and properly coding all bank and credit card transactions

• Bank and credit card reconciliation

• Accounts receivable

• Accounts payable

• Payroll processing and tax filing

• Job costing

• Inventory tracking

• Fixed asset management

• Sales tax accounting and filing

• Financial reporting

• Management reporting

• 1099 filings

For our clients, we serve as an outsourced accounting department while handling their sales & use tax, payroll tax, etc. We also prepare all regulatory filings on time, every time. For some clients, we take a limited role providing only the services that they need. We have worked with businesses in every industry and have developed systems and processes to streamline the work flow thus providing fast and accurate service. We provide insight and analysis to business owners to drive revenue, identify opportunities, minimize expenses for increased margins and reduced taxes. We use QuickBooks and are experts in both desktop and online versions. In addition to general bookkeeping, we also do QuickBooks file repair and cleanup, fixed asset and inventory tracking, year end adjustments, custom reporting, and integration with a variety of apps. We look forward to providing quality accounting services to our future clients.