Custom Accounting Solutions

Many owners of small and mid-sized businesses find that as their business grows, their finances become too complex to handle on their own.

They need someone with more financial expertise than they have themselves or within their accounting department. While hiring additional staff may not always be feasible, Custom Accounting Solutions from H2R CPA can be a practical and affordable alternative.

Custom Accounting Solutions

Our Custom Accounting Solutions is a package built for your specific needs, based upon three categories of service, as outlined below:

Bookkeeper

Transaction classification and posting

Chart of account maintenance

Book monthly journal entries

Prepare monthly bank reconciliation

Controller

Ensure accurate and timely monthly close

Perform Balance Sheet and Income Statement review, identify key analytics and trends

Perform detailed analysis for critical accounts, such as accounts receivable and accounts payable

Prepare standard monthly financial package and cash flow analysis

Quarterly financial performance meetings with management

Year-end tax trial balance for CPA to complete return

Create efficient internal process and document procedures for future reference

CFO

Design and development of customized management dashboard reports

Support during annual budgeting process

Proforma cash flow modeling for management decision making, such as “make vs. buy” decisions, new product analysis, and potential acquisitions

Training and financial education of company staff and management

Ensuring adherence to Generally Accepted Accounting Principles, such as revenue recognition and leasing standards

Ongoing assessment and design of your accounting function, processes, and financial operating system

Access to and support in connecting with our business network, internally and externally, to help realize your growth goals

Available for periodic strategic meetings as business opportunities, challenges and projects arise

 Deliverables

Standard monthly reports

Monthly/quarterly meetings to discuss reports and/or other concerns

Year-end financial reporting package to include CPA-ready Trial Balance

Meet Our Custom Accounting Solutions Leadership Team

Kieran O’Dea

CPA | Managing Partner

Laura Scala

Advanced Certified QuickBooks® ProAdvisor | Manager

Maxwell R. Hartman

CPA | Senior Associate