Do you need help ensuring you will meet your bank covenant? Do you need better visibility into cash flow? Do you need help making decisions related to hiring, capital expenditure, owner compensation, business expansion, or ESOP?

At Kirsch CPA Group, we provide outsourced accounting and financial business advisory services. When complex business issues arise, we match the Kirsch team member with the deepest skill set in that area to work with you and your team so that you can make informed, strategic business decisions.

Monthly Advisory Services

  • Reconcile all checking and credit card accounts within your accounting software
  • Revenue analysis: month-end analysis of projects in process; calculation of revenue to be recognized, unbilled revenue and advance billings
  • Maintain fixed asset listing; calculate and record depreciation
  • Review monthly activity and prepare adjustments to accurately reflect all income and expenses, including expenses and payroll accruals
  • Preparation of a monthly reporting package

Quarterly Strategic Planning

  • Prepare summary dashboard of financial results and key performance indicators – identifying profit improvement opportunities and movement towards goals
  • Discussion with management to review results
  • Review tax position based on YTD results and projected results for the remainder of year
  • Review cash flow needs for taxes and possible shareholder distributions

Other Advisory Services

  • Real-Time Pro Forma Financials
  • Financial Modeling
  • Internal Control Review
  • Business Valuation
  • Acquisition Planning
  • Owner Compensation Review
  • Job & Project Costing
  • Chart of Accounts Revision
  • Audits & Attestation

Contact us about our accounting and financial advisory services