Consulting Packages
Financial Check-Up
FINANCIAL STATEMENT ANALYSIS
Lilikoi will review the monthly financial statements, meet with the leadership team to discuss findings, and follow-up with the Accounting Department on any outstanding issues. At this basic level, business owners can be reassured that they comprehend the financial performance of their business.
Business owners have the same number of days in a week and hours in a day as all other human beings. Taking the time to study and understand their company's accounting process and the financial statements that it generates competes with the time available to grow the business. That's where we come in.
On-Call CFO
cfo AOe (areas of engagement)
- Business Planning
- Financial Performance & Benchmarking
- Financial Coaching
- Accounting Training
- Budgeting & Forecasting
- Tax Planning
- Human Resources
- Retirement & Benefits Plans
- Compensation Packages
includes FINANCIAL CHECK-UP
- Plus assistance with CFO AoE;
- Plus on-site workdays to address client needs;
- Plus phone and e-mail availability.
On-Call Accounting Department
OUTSOURCED BOOKKEEPING
Our team of bookkeepers will provide dedicated service to ensure that revenue is recorded, invoices are paid, and financial statements are prepared in a timely manner. As the company grows, our experience allows us to expand our services to A/P and A/R management, account reconciliations, and month-end close.
INCLUDES on-call cfo
- Plus Outsourced Bookkeeping.
Lilikoi Projects
Whatever the problem, please reach out to us for more information about the services that we can provide.
Often, a situation will arise that a business cannot address with its current personnel and expertise. In these cases, Lilikoi Advisors is available to assist on a "one-off" type engagement.