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Synergy Advising Services provides a variety of customizable options to enhance your business and support your accounting team.
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Accounting Consulting & Fractional CFO Services:
- Month-end financial statement preparation for management review.
- Create financial models to analyze historic and current financial statement trends for ongoing performance tracking.
- Review operating cash flow and liquidity to optimize working capital.
- Assist in developing forecasts and cash flow projection models.
- Collaborate with management to encourage sound decision making.
- Assist in preparing year-end information for CPA or tax reviewer.
- Forensic accounting and clean up projects on a case-by-case basis.
Bookkeeping Services:
- Conduct and/or oversee transaction posting to support transparency and accuracy of the GLs and corresponding financial statements.
- Prepare bank, credit card, and loan statement reconciliations.
Navigating Banking and Lending Relationships:
- Identify banking and lending opportunities to support strategic growth and enhance financial flexibility.
- Assist in preparing financial, covenant, and borrowing base reporting to be submitted for bank compliance.
- AR, AP, and Inventory pre-review to prepare for collateral exams.
- Assist with the collateral exam process.
Federal Acquisition Regulation (FAR) Compliance Support:
- Prepare Labor Distribution Reporting (LDR) for FAR compliance.
- Analyze Indirect Cost Rate (ICR) data to ensure reasonable contract pricing beyond safe harbor.