Remote Bookkeeping Services
- Transaction Recording: Accurately recording and categorizing daily financial transactions.
- Bank and Credit Card Reconciliation: Ensuring financial records align with bank and credit card statements.
- Accounts Payable Management: Managing vendor payments, ensuring bills are paid on time, and tracking outstanding liabilities.
- Accounts Receivable Management: Creating and sending invoices, tracking payments, and following up on overdue accounts.
- Payroll Processing: Calculating and processing employee wages, handling tax withholdings, and managing payroll taxes.
- Financial Reporting: Preparing reports such as profit and loss statements, balance sheets, and cash flow statements for review.
- Budgeting and Forecasting: Helping businesses create budgets, monitor performance, and forecast future financial trends.
- Expense Tracking: Monitoring and categorizing expenses to ensure accurate financial records and cost management.
- Software Setup and Maintenance: Setting up and managing accounting software like QuickBooks, Xero, or other cloud-based tools.
- Tax Preparation Support: Organizing financial data for tax filings and coordinating with tax professionals to ensure compliance.
- Compliance and Audit Support: Ensuring financial records comply with regulatory standards and assisting during audits or financial reviews.
- Financial Statement Analysis: Interpreting financial reports to identify trends, assess financial health, and provide actionable insights for decision-making.
Interim CFO/Controller Services
- Financial Strategy Development: Establish and implement short-term financial strategies that align with the company’s goals during periods of transition.
- Financial Reporting & Compliance: Ensure accurate and timely financial statements and reports, maintaining compliance with industry standards and regulatory requirements.
- Budgeting & Forecasting: Develop detailed budgets and financial forecasts to support strategic planning and decision-making processes.
- Cash Flow Management: Monitor and manage cash flow, optimize liquidity, and improve cash forecasting to meet operational needs.
- Cost Control & Expense Management: Identify cost-saving opportunities and implement cost controls to improve the company’s financial efficiency.
- Process Improvement: Assess current financial processes and recommend improvements to enhance efficiency, accuracy, and reporting clarity.
- Audit Preparation: Prepare for and facilitate audits, providing necessary documentation and liaising with external auditors.
- Interim Leadership: Provide experienced leadership and stability to finance teams during periods of change, such as executive transitions or reorganizations.
- Financial Systems Review & Implementation: Assess and optimize financial systems, or implement new systems as needed to support organizational growth.
- Stakeholder Communication: Act as a liaison with key stakeholders, including board members, investors, and other executives, providing clear updates on financial health and performance.
Certified Loan Signing Agent / Notary Public Services
- Loan Document Signing: Facilitate accurate and complete signing of loan documents, ensuring all required fields are filled and signed correctly.
- Identity Verification: Verify the identity of all signers in compliance with Texas notary laws and best practices, reducing the risk of fraud.
- Mobile Notary Services: Provide flexible, mobile notary services to meet clients at convenient locations, such as homes, offices, or hospitals.
- Real Estate Transactions: Specialize in notarizing real estate documents, including mortgages, refinancing documents, deeds of trust, and reverse mortgages.
- Power of Attorney Notarization: Offer notarization for power of attorney documents, ensuring they meet Texas legal standards for validity.
- Legal Document Assistance: Notarize legal documents, including affidavits, contracts, and trusts, while ensuring all required formalities are observed.
- Document Review: Review loan and other documents for completeness, helping clients avoid errors that could delay processing or incur additional fees.
- Compliance with Texas State Laws: Adhere to all Texas notary laws and the latest regulations to ensure valid, enforceable notarizations.
- Witness Services: Act as a witness for documents that require additional attestation, such as wills or advanced healthcare directives.
- Confidentiality & Security: Maintain strict confidentiality and secure handling of all documents to protect client privacy.
- On-Time Closings: Ensure timely, reliable service to meet tight closing deadlines, accommodating lender, borrower, and title company schedules.
- Bilingual Services: Offer bilingual (English and Spanish) services to accommodate diverse clients and prevent language barriers during signings.
- Remote Online Notarization (RON): Provide secure, remote online notarization services for clients who prefer a virtual signing experience (if authorized by Texas law)
- Errors & Omissions Insurance Coverage: Carry Errors & Omissions (E&O) insurance to provide added protection and assurance for clients in case of unintentional errors.
