Financial Reporting & Dashboards/ Tax Planning & Preparation

Financial Reporting & DashboardsA dashboard is a financial reporting tool used for quick visual comparative analysis of key performance indicators, often in the form of side-by-side trend diagrams. Dashboards can distill a great deal of data and visually summarize a wide variety of results on a single page. This becomes a great time saving, efficient, and effective tool to help you direct your business toward better profitability. CFO Financial Partners and RRBB will develop these tools based on what is important for your specific business and its unique circumstances.

Financial reporting

  • Bookkeeping, including invoicing, bill paying, accounts receivable and payable maintenance
  • Month-end close and monthly financial statement preparation
  • Current versus Prior Period report preparation and analysis
  • Actual versus Budgeted report preparation and analysis
  • Accounts Receivable and Accounts Payable report generation and analysis
  • Job cost /cost accounting reports
  • Staff wage cost, tax and benefit reports
  • Product line profit contribution reports

Tax Planning & Preparation

At the heart of RRBB lies a knowledgeable and competent tax department, with tax specialists trained to be proactive and analytical while always keeping your “big picture” and overall needs in mind. Our approach involves reviewing your unique situation, asking the pertinent investigative questions, and then explaining in plain English how we can reduce your tax liability and plan properly for the coming years.

We provide tax services for corporations, both domestic and international, including year-end planning, taking anticipatory and preemptive steps to minimize taxes, tax compliance, and representation before taxing authorities.