Business analysis + Custom Fit Software
= Finance Solution
Work to improve bondability and prepare for the future–
Strategic guidance for small to mid sized contracting business.
The advice and analysis to help improve your bondability, clean up your books, set priorities and prepare for the future. Keep on top of the books with monthly, quarterly and yearly preparation and analysis. We combine software expertise in Vista with the accounting knowledge to get you there.
Reviews and Planning Services:
Holistic budget preparation – from preparation, advice and analysis – to review and predictive forecasting.
Month/ Quarter and Year end reconciliations
WIP Processing, analysis and recommendations
Complete document preparation for CPA review
Clean up services and Audit Support
Accounting Cleanup Services
Sometimes the books get off track – sometimes this becomes evident only after receiving an audit letter. We offer clean up services to get Vista and Spectrum clients back on track and provide support throughout the audit process.
Vista Software Optimizations
Deep dive into your balance sheet or skim the surface – it’s your choice.
Ready-to-deploy Vista optimizations speed up common tasks. Custom-fit solutions for your business tailor fit the data your business needs.
Software Power Up Solutions:
Budget Import Express – Upload Budgets in a snap, straight into Vista
Cash basis specialty sales tax received - optimization Kartaya Power Up
Side by Side MTD and YTD Variance Power Up
Simplified Internal Management Financial Statements give a high-level overview of your company’s health, without bogging down with much detail
Custom Reports – Custom Formatting & Company Specific Reports give you what you’re looking for