Services

Working with Westerheide Accounting Insights will feel like you’ve brought on an interim part-time chief financial officer (aka fractional CFO who is a CPA) plus a part-time human resource director, payroll specialist, and QuickBooks-certified bookkeeper to your team. With these trusted advisors you will secure the expert guidance and value-added services you need to grow your business more affordably than if you hired new employees for these roles.

The benefits of working with Westerheide Accounting Insights are:

Fixed Fee rates for Accounting and human resource services

Expert technology and process support

Unlimited consultation

Experience at every business development level from start-up to sale or merger

Accounting Services

Bank reconciliation
Financial statements:
- Income statement
- Balance sheet
General ledger clean up
Budget preparation and monitoring
Cash management and cash flow forecasting
Profitability analysis by service or product line
- aka product costing and margin analysis
Trend analysis

Assistance in negotiating and obtaining financing from banks,
Banking, treasury, and debt management, including compliance with debt covenants
Support for upgrades, implementation, and integration of accounting systems
Liaison with bankers, attorneys, vendors, insurance agents, etc.
Board reporting for private equity and venture-capital-owned companies

Bookkeeping

QuickBooks setup, training, and support
Accounts receivable
Accounts payable
Payroll

Small business consulting

New business formation
Establish business processes and policies, accounting procedures, and internal controls
Strategic planning, forecasting, and budgeting
Develop key performance indicators, executive dashboards, and ratio analysis
Succession planning

Tax Accounting

Business tax preparation and returns
Business owner tax preparation and returns
Identification of tax saving strategies

Human Resource (HR) Management

Analysis of staffing patterns and needs
Guidance for updating job descriptions and recruitment procedures
Onboarding and new hire processes
Compensation and benefit programs, compliance, and administration
HR system processes and administration

Our accounting expertise and extensive business financial administration skills will help you make the most of your business.

Contact us today for a free consultation

Get Started

Services

Services

The benefits of working with Westerheide Accounting Insights are:

Accounting Services

Bookkeeping

Small business consulting

Tax Accounting

Human Resource (HR) Management

Contact us today for a free consultation

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