FINANCIAL SERVICES

Services
  • Payroll allocation

  • Onboarding

  • Monthly transaction entry

  • Bank and credit reconciliations

  • Month-end close

  • Financial reports and KPIs

  • Accounts receivable

  • Accounts payable

  • Payroll processing

  • Weekly reporting

  • Management reporting

  • Collections

  • Cash flow forecast

savings over operating in-house

74%
Recent Work
computer clipart.png

Designed and implemented payroll and financial systems for a $4 million cultivator and a $10 million cannabis cultivator and manufacturer

Prepared local cannabis taxes for a cultivator, resulting in $30,000 in tax savings

gear with check mark.png
communication teamwork.png

Prepared financial documents and negotiated a merger between two companies.