Our Services
Simplify Your Success With Zavvy
CFO Services
- - Planning & Budgeting:
Lead efforts to develop and manage revenue plans and cost budgets for improved financial results - - Identification of Key Metrics:
Assist business management in driving for improved financial performance - - Treasury Management:
Partner with the business to improve cash flow
Controller Services
- - Financial Reporting:
Accurate and timely financial reports for improved decision making - - Proces Design and Controls:
We work with your team to implement processes which help keep the business lean while also protecting business assets - - Policies/Procedures:
Document and train when necessary to support business requirements - - Business Systems:
Implementation and design to optimize the timeliness and accuracy of financial reporting
Tax Services
- - Tax Planning:
Optimize tax saving strategies - - Tax Preparation:
Business and personal returns - - Tax Advisory:
Consult on unique transactions - - Entity Structure:
Optimize tax savings with the structure of your business
Bookkeeping
- - Accounts Payable:
Manage vendor invoice and disbursement processing - - Accounts Receivable:
Manage customer billing and cash application for timely and accurate AR aging reports - - Payroll:
Manage the payroll process including monthly, quarterly, and annual requirements for tax agencies - - Expense Management:
Manage and process expense report submissions
