CFO Services
Small and medium-sized companies that are not in a position to
hire a full-time CFO are often the companies that would benefit
most from the expertise of an experienced CFO.
Portney Management Group
was created to meet this need.
CFO Services
we provide include:
-
Prepare financial statements
-
Assist with forecasting
-
Develop Financial Models
-
Prepare management reports such as:
-
Analysis of major expenses
-
Budgeting reports
-
Cash
flow reports
-
Manage accounts receivable and accounts payable
-
Prepare presentations for shareholders,
management, and company-wide meetings
-
Analyze business opportunities
Bookkeeping
Services
Portney Business Management Group
provides
bookkeeping
services to clients throughout the United States. A
list of the standard bookkeeping services we provide follows:
-
Accounts
Payable:
You can have your bills sent directly to PMG where they will
be paid in a timely manner.
-
Accounts
Receivable:
PMG will invoice your customers and manage collection as
necessary. PMG can receive your payments and deposit them
directly into your bank account.
-
Financial
Statements:
PMG will provide monthly financial statements for your
review as part of our standard bookkeeping package.
-
Reconciliation of Bank Statements:
Your bank statements can be mailed directly to PMG for
reconciliation.
-
Payroll:
PMG will manage your payroll and maintain your payroll
records.
-
Vendor and
Customer Files:
We will maintain vendor and customer files for all those you
do business with.
Enhanced
Bookkeeping Services
Enhanced
Bookkeeping Services include all standard bookkeeping
services plus custom reports that enable you to better analyze
your revenue and expenses. A list of additional services
provided with Enhanced Bookkeeping Services follows:
-
Customer
Reports:
PMG can provide reports to help you determine who your most
and least profitable customers are.
-
Breakout
of Expenses:
It is often useful to break expenses out into different
categories, such as by product line, office, or region.
Reports such as these are available as part of Enhanced
Bookkeeping Services.
-
Employee
Reports:
PMG can provide a variety of employee reports, including
reports showing company expenses and/or revenue associated
with individual employees and year-end reports for employees
detailing what their employment costs the company.
-
Event
Analysis:
PMG can assist you track the revenue and expenses associated
with specific events.
