Trust Business Consultant 

 Accounting  and Business Valuation

Covering all stages in Accounting

Accounting:

All the steps in accounting fields from Chart of Account reviews, journal entries, bank and credit card reconciliations, budgeting , financial reports, inventory tracking, Job costing, Payroll, AP/AR, Financial Statements, Sales and Use Tax filing

Audit Services

Operational Audits

Examine the use of resources to determine if resources are being used in the most effective and efficient manner to fulfill the mission and objectives. An operational audit includes elements of the other audit types listed below.

Financial Audits

Review accounting and financial transactions to determine if commitments, authorizations, and receipt and disbursement of funds are properly and accurately recorded and reported. This type of audit also determines if there are sufficient controls over cash and other assets and that adequate process controls exist over the acquisition and use of resources. Unlike external financial audits, internal financial audits do not prepare or express professional opinions on the financial statements fairness.

Compliance Audits

Review if entities are complying with applicable laws, regulations, policies and procedures. Examples include federal and state laws, Trustee policies,  Office directives, and Company's policies and procedures. Recommendations usually require improvements in processes and controls used to ensure compliance with regulations.

Internal Control Reviews

Advising  on the components of the Company major business activities, such as payroll and benefits, cash handling, inventory and equipment, physical security, grants and contracts, and financial reporting.

Interim Controller Services:

​Cash Flow Management and Projections.

Policies and Procedures: Operations and Hand Book Manuals. DCAA Compliance- Gov Compliance.

Internal Control Reviews, Focus on the components of the company's major business activities, such as payroll and benefits, cash handling, inventory and equipment, physical security, grants and contracts, and financial reporting. 

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