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A full service CPA Firm committed to your success
17199 N. Laurel Park Drive
Suite 301
Powerscourt Building
Livonia, MI 48152-7904
Telephone: 734.953.8600
Step #5 - Review & Monitor
Activities
Deliverables
Results
Periodic facilitated meetings to review and advise on ways to improve critical numbers
Meetings
Handouts
Analysis
Updated plan
All management team members with common understanding of performance
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Accounting
Accounting Service Overview
Business Accounting
Individual Accounting
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Business Planning
Business Planning Overview
Business Start Up
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Tax Planning & Compliance
Tax Planning/Compliance Overview
Business Tax Planning
Individual Income Tax
Trusts and Estate Tax
Technology Planning
CFO Program
CFO Program Introduction
Car Analogy
CFO Five Steps
Step 1 - Analysis and Planning
Step 2 - KPI Development
Step 3 - Financial Training
Step 4 - Report & Rewards
Step 5 - Review & Monitor
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Summary
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CFO Program
Introduction
Car Analogy
Step 1 - Analysis & Planning
Step 2 - KPI Development
Step 3 - Financial Training
Step 4 - Report & Rewards
Step 5 - Review & Monitor
Other Services
Summary
