Location: * San Jose, CA 95125 +1 408 621 1160400 1155 Meridian Ave, Suite 1110, San Jose, CA 95125 Mon - Sat: 9.00 to 19.00
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REPORTING AND CFO SERVICES

Monthly Financial Reporting
  • Prepare and review monthly financial reports tailored to your business processes.
 
Budgeting and Forecasting
  • Develop and review budgets and forecasts aligned with your business needs.
 
Financial Statement & Cash Flow Analysis
  • Review financial statements and cash flow reports to provide actionable insights.
 
Management Reporting
  • Prepare and analyze management reports to support decision-making.
 
Cost and Working Capital Analysis
  • Conduct detailed analysis of job costing, product costing, working capital management, accounts receivable and payable, profitability, and other key financial metrics.
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Operational Improvement Support
  • Develop standard checklists and process documentation to help clients enhance operational efficiency.
 
SOP Preparation Assistance
  • Assist clients in preparing Standard Operating Procedures (SOPs) to ensure consistent business practices.
 
Insightful Variance Reporting
  • Document and report important observations and variances with meaningful financial insights.
     
Comparative Financial Analysis
  • Conduct comparative analysis of financial statements, budgets vs. actuals, cash flows, historical data, costing, and sales trends.
     
CFO Support and Financial Management
  • Provide assistance and support in CFO functions, general financial management, and analysis to help drive strategic growth.

Let’s Ledger, Lead and Win Together!

Simply leave us your contact details, and we will delightfully serve you within 2-3 working days!