A Financial Service Corporation

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The firm will assist clients in evaluating their financial and property management systems. The firm will design, recommend and implement new accounting systems.

The firm assists individuals and business with the preparation of:

Information to obtain Business loans, mortgages and financing.

Budgets and cash flow reports to manage income and expenses.

Forecasts and projections of revenue and expenses. 

Business Valuation and forensic accounting.   

The firm assists individuals and business with:

Installation of accounting software for business and assist in the evaluation and purchase accounting and property management software.

Recruiting and hiring accounting and administrative personnel. The firm interviews, refers candidates and does background checks on new hires.

Fiscal Management Reviews

  • Management Organization and Staffing
  • Policies and Procedures
  • Budgeting Process
  • Indirect Cost Allocations
  • Fiscal Reporting
  • Internal Control Reviews
  • Cash Receipt Process—(Billing, Receivables, Collection)
  • Cash Disbursement Process—(Purchasing, Accounts Payable)
  • Payroll Process—(departmental, program, and time reporting,)
  • General Ledger Review—(Chart of Accounts, data input controls, software)
  • Inter-Company Reconciliation’s

Property Management Assessments

  • Management Organization and Staffing
  • Policies and Procedures
  • Resident Selection
  • Maintenance
  • Fiscal Management and Financial Reporting
  • Rent and Subsidy Collection
  • Evictions
  • Capital Planning







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Last modified: November 05, 2014