Clean Up & Compliance
Be prepared in the eventuality of an external audit of your books and provide accounting transparency to shareholders, your team, the board, sponsors or patrons.
Clean Up of Prior Periods
Rest assured that you are in compliance and that accounts are clear and ordered
Forensic Financial Analysis and Reporting
Project-based research and reports detailing past simple or complex transactions.
Decision-Support for Leadership
Make informed decisions based on tailored, company-specific research as well as industry data
Trust/ IOLTA Ledger Audit
Ensure compliance with state bar requirements for Interest of Lawyer Trust Accounts
Internal Reviews
Have full confidence in your financial reports, and be able to explain them.
Human Resources
Interface with payroll and timekeeping software/specialists
Perform workers comp audits and support insurance coverage applications
Report on staff productivity, timecards and PTO
Staff Training
CRM Workflows and Best Practices
Daily Bookkeeping Training Series
Controllership Duties
How-to Videos and Manuals
SOPs and Formalization
Review of internal policies and procedures
Management Controls
SOP Creation and Socialization
How-to Videos and Manuals for staff
Company chatbot
The Montilla Group 