Financial record-keeping:
Documenting all financial transactions, including income, expenses, assets, and liabilities, and ensuring records are accurate and up-to-date.
Financial reporting:
Preparing periodic reports such as balance sheets, income statements, and cash flow statements.
Budgeting and forecasting:
Developing, monitoring, and managing budgets, and providing forecasts to support financial planning.
Tax preparation:
Calculating, preparing, and filing tax returns and ensuring compliance with all relevant local, state, and federal regulations.
Auditing and compliance:
Performing internal audits to verify the accuracy of financial information and ensuring all financial activities comply with laws and regulations.