Document Policy & Procedures

Document Policy & ProceduresIn the start up and early stage of business, a priority after bringing in business must be setting policies, procedures, and processes that enable scalable, repeatable growth. Often, there is a lot to organize and not much time to so do. CFO Financial Partners along with our parent, RRBB Accountants and Advisors have been helping in this capacity for many years. We have developed the ability to help ‘get it right’ the first time and can ensure that your business benefits from this from the start.

Our CPAs and consultants can advise you during the entity selection and structuring process. At this stage we can also consult with you on shareholder agreements, management agreements, buy sell agreements and continuity planning, no matter how complex or simple. After your entity is shaped, our startup accounting and tax and advisory services are comprehensive, ranging from full-service business management and bookkeeping to management consulting.

If you are considering an acquisition or transaction or if you have a strategy to roll-in or roll-up, CFO Financial Partners can assist with due diligence and proper tax structuring approaches to ensure your value. Once you have consummated the transaction(s), we can provide accounting & audit, tax planning & preparation, and comprehensive advisory services.

We can play an active role for you with human resources and financial planning and forecasting. We can establish payroll and employee benefits, packages, and procedures, perform compensation consulting services, and assist in recruiting accounting personnel as your business grows. We assist with a variety of financial topics such as budgeting, expenses, debt, savings, retirement, and insurance, among others. We develop modeling for cash flow, budgeting, and projections, assist with the preparation of monthly or quarterly financial statements for management, and provide guidance for accounting policies and procedures.

Our Services Include:

  • Audit and accounting services
  • Audit preparation
  • Business management
  • Compensation planning
  • Debt & Equity structuring
  • Domestic & International Tax compliance, Planning & Preparation
  • Due Diligence for Buyers & Sellers (Financial, Operations & Tax)
  • Entity Formation
  • GAAP Compliance
  • Internal Control setup and Internal Control reviews
  • Tax Strategy & Structure