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FINANCE

BOOKKEEPING
PLAN

Data Entry 

Invoice Processing 

Record Income and Expenses 

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ACCOUNTING
PLAN

Oversight 

Bank Reconciliation 

Financial Reports 

CFO PLAN

Budget 

Financial Analysis 

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CONSULTING SERVICES

ACCOUNTING
OPERATIONS

Identification of to-be- Improved components

Evaluation of Financial Systems

Technology Transformation 

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PROCESS & PROCEDURES

Identification of Key Issues 

 Process Efficiency Evaluation

Improvement Plan  

CFO

Projections & Budgeting

Financial Planning and Strategy

STAY INFORMED

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