Rural Utilities Virtual Accountant, CFO, or Consultant

Specializing in Water and Telecommunications

Industry Specific Accounting

Review of interstate, intrastate, regulated assets and chart of accounts.

Intercompany Accounts

Reconcile expenses between multiple companies.

Cash Flows Management

Help manage cash needs of the company

Monthly board package

Executive summary to highlight key areas of the business to watch, relevant ratios and comprehensive financial statements.

Board meeting presentation

Virtual board meeting presentation (this can be live or prerecorded).

Loan or Grant Procurement and Analysis

Review loan package before submittal to the bank or RUS. Accurate tracking of loans on a monthly basis. Tracking of loan covenants to ensure the company stays in compliance.

Audit Preparation

Manage financial aspect of the audit to include workpaper preparation and CPA interaction.

Accounting

Review all data input, prepare complicated transactions to include investments, intercompany accounts, due/to from accounts and reconciliation of all general ledger accounts.

Bookkeeping

Accurate recording of financial transactions and reconciliation of cash accounts.

SCHEDULE NOW

Rural Utilities Virtual Accountant, CFO, or Consultant

Specializing in Water and Telecommunications

Industry Specific Accounting

Review of interstate, intrastate, regulated assets and chart of accounts.

Intercompany Accounts

Reconcile expenses between multiple companies.

Cash Flows Management

Help manage cash needs of the company

Monthly board package

Executive summary to highlight key areas of the business to watch, relevant ratios and comprehensive financial statements.

Board meeting presentation

Virtual board meeting presentation (this can be live or prerecorded).

Loan or Grant Procurement and Analysis

Review loan package before submittal to the bank or RUS. Accurate tracking of loans on a monthly basis. Tracking of loan covenants to ensure the company stays in compliance.

Audit Preparation

Manage financial aspect of the audit to include workpaper preparation and CPA interaction.

Accounting

Review all data input, prepare complicated transactions to include investments, intercompany accounts, due/to from accounts and reconciliation of all general ledger accounts.

Bookkeeping

Accurate recording of financial transactions and reconciliation of cash accounts.

SCHEDULE NOW

Nonprofits

Nonprofit Virtual Accountant, CFO, or Consultant

Specializing in Nonprofits including Schools, Federal Loans/Grants, and Startups.

Functional Expenses

Manage spreading expenses or direct costs to proper classifications.

Restricted Net Assets

Track and reconcile restricted net assets for permanent, temporary or board restrictions.

Monthly board package

Executive summary to highlight key areas of the business to watch, relevant ratios and comprehensive financial statements.

Board meeting presentation

Virtual board meeting presentation (this can be live or prerecorded).

Grant Procurement and Analysis

Review grant documents for financial requirements. Manage and prepare monthly reimbursable or other reporting requirements.

Audit Preparation

Manage financial aspect of the audit to include workpaper preparation and CPA interaction.

Cash Flows Management

Help manage cash needs of the company

Accounting

Review all data input, prepare complicated transactions to include investments, intercompany accounts, reconciliation of all general ledger accounts and due/to from accounts.

Bookkeeping

Accurate recording of financial transactions and reconciliation of cash accounts.

Chart of Accounts

Setup or reworking of chart of accounts tailored to the nonprofits needs. This includes both the chart of accounts and developing classes to track specific programs.

SCHEDULE NOW

Nonprofit Virtual Accountant, CFO, or Consultant

Specializing in Nonprofits including Schools, Federal Loans/Grants, and Startups.

Functional Expenses

Manage spreading expenses or direct costs to proper classifications.

Restricted Net Assets

Track and reconcile restricted net assets for permanent, temporary or board restrictions.

Monthly board package

Executive summary to highlight key areas of the business to watch, relevant ratios and comprehensive financial statements.

Board meeting presentation

Virtual board meeting presentation (this can be live or prerecorded).

Grant Procurement and Analysis

Review grant documents for financial requirements. Manage and prepare monthly reimbursable or other reporting requirements.

Audit Preparation

Manage financial aspect of the audit to include workpaper preparation and CPA interaction.

Cash Flows Management

Help manage cash needs of the company

Accounting

Review all data input, prepare complicated transactions to include investments, intercompany accounts, reconciliation of all general ledger accounts and due/to from accounts.

Bookkeeping

Accurate recording of financial transactions and reconciliation of cash accounts.

Chart of Accounts

Setup or reworking of chart of accounts tailored to the nonprofits needs. This includes both the chart of accounts and developing classes to track specific programs.

SCHEDULE NOW

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