Managerial Accounting Services
Financial Audit & System Development
Financial Audit & System Development
Financial Audit & System Development
Our financial team works to create or clean up your current accounting system so business executives can get a complete picture of the current health of their organization, identify areas of improvement, and develop financial processes.
This service includes:
- Creation or cleanup of QuickBooks System to meet Generally Accounting Principles
- Classify/Reclassify all Year-to-Date financial transactions
- Development of Financial Management Guidelines
- Product/Service Pricing Analysis
- Financial Goal Development
- Full Year to Date Financial Summary Report
- (2) Strategic Meetings
- 30 - minute initial onboarding meeting
- 1 hour financial performance review
- 30-miniute Wrap Up to review follow up items and future decisions
Accounting Support
Financial Audit & System Development
Financial Audit & System Development
Our financial team of client service managers and accountants works as your internal accounting department to ensure your financial records meet Generally Accepted Accounting Principles.
We offer (2) unique support packages
Essential Support Services
- Bookkeeping, Financial Monitoring, & Reconciliation
- Monthly Financial Summary
- Quarterly (1) hour Financial Meeting
- Unlimited Email Support
- (1) 15-minute Monthly Virtual Office Hour Session
- Access to Client Only Add-On Services*
Enhanced Support Services
- Bookkeeping, Financial Monitoring, & Reconciliation
- Accounts Payable Processing - Bill/Expense Payment
- Accounts Receivable Processing - Invoicing
- Monthly Financial Summary
- Bi-monthly (1) hour Financial Meeting
- Unlimited Email Support
- (1) 15-minute Monthly Virtual Office Hour Session
- Access to Client Only Add-On Services*
CFO & Operational Consulting
Financial Audit & System Development
CFO & Operational Consulting
Our Chief Financial Officers work with business owners and other key company executives to make strategic decisions related to expansion, reorganization, downsizing, or elimination.
This service includes:
- Directly oversees the company's financial operations
- Oversees, works alongside, and/or trains the company's internal accounting department OR Touché's financial team to ensure the company is following Generally Accepted Accounting Practices
- QuickBooks Training
- Process Development and/or Restructuring
- Strategic Analysis
- Budgeting
- Forecasting & Planning
- Bi-Weekly (1) Hour Financial & Strategic Planning Meetings
- Unlimited Emil Support
- Access to Client Only-Add-on Services*
Client Only Add-on Services
These services are ONLY available to CURRENT Touche Financial Solutions clients
- 1 - Hour Financial Meeting
- Tax Services
- State Sales Tax Filing
- Commercial Activity Filing
- Annual Income Tax, Planning, & Filing
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A Digital Bundle
Gain Access to our digital spreadsheets that include :
Revenue Tracker
Expense Tracker
Profit & Loss Statement Guide
Also included are a printable planner and a list of important finance dates to know.