Consulting Services

Your CAAS team will be directly involved in your day-to-day operations allowing for real-time analyses of data, and able to direct you to other HBK core services to address financial areas key to protecting and growing your business and your personal wealth. Your CAAS team will facilitate or assume nearly all your accounting and finance-related tasks, including consulting services.

Consultant services vary based on your needs, and include:
  • QuickBooks Online set up, conversion and training
  • Budget preparation and variance analysis
  • Cash flow forecasting
  • Tracking and reporting of relevant KPI’s
  • Process and systems improvements
  • System implementations
  • Internal control assessments
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