Monthly Financial Analysis and Comparisons
- Month End Process in Accordance with GAAP
- Sales Analysis by Customer, Rep, Product, Etc.
- Margin Monthly Fluctuation Analysis
- Margin Analysis by Customer, Product, Etc.
- Expense Fluctuation Analysis
Job Costing
- Controls and Procedures for Accurate Costing
- Performance to Standard Analysis
- Equipment Rate Calculation
- Applied Overhead Analysis
- Reconcile Job Cost to Income Statement
Cost of Goods Sold Analysis and Comparisons
- Ensure Accurate Material Used Amounts
- Proper Labor Classifications
- Accrual Accounting for Labor
- Overhead Classifications
- Accrual Accounting for Overhead Accounts
Key Performance Metrics
- Determine Metrics Needed
- Consistently Prepared
- Cross Functional for Operations, Sales, Admin
Internal Control Analysis
- Create Process Controls That Ensure
- All Transactions are Recorded and are Correct
Accounts Receivable Review
- Review Collections Process
- Recommendations on Credit Holds
Sales Tax Compliance
- Compliance With Sales Tax Rules Including Wayfair
Forecasting
- Balance Sheet and Income Statement Forecasts
- Cash Forecasting
Foreign Currency
- Complete Foreign Currency Accounting
Budgeting
- Assistance With Annual Budget Process
- Budget to Actual Analysis
