Review/Posting of Vendor Invoices, Scheduling/Posting of Vendor Payments via Check, Credit Card, or Online, Year End Reporting (1099)
Review/Posting of Customer Invoices, Posting of Customer Payments, Monthly AR Statements, Review of AR Aging Report, Collections
Financial Analysis, Process Improvement, Forecasting, Debt Management, Time Management, Margin Improvement, Special Projects
Monthly/Annual Budgeting, Zero-Based Budgeting (ZBB), Project-Based Budgeting
Monthly Cash Forecasts, 13-Week Cash Forecasts
Monthly/Quarterly/Yearly Profit and Loss, Balance Sheet, Cash Flow Statement
Weekly Payroll, Bi-Weekly Payroll, Monthly Payroll, Quarterly Reporting (941, NYS-45), Yearly Reporting (940, W-2)
Bank Account Reconciliations, Credit Card Account Reconciliations, Loan Account Reconciliations
Quickbooks Online, Quickbooks Desktop, Microsoft Dynamics GP, Sage MAS-90, Microsoft Excel, Crystal Reports
Cooper Financial Consulting can provide services virtually to customers within the U.S., as well as on-site to customers in the Upstate NY/Capital Region area, including but not limited to:
Cooper Financial Consulting was started with a focus on helping businesses improve their bottom line by analyzing data & improving processes. Owner Jason Cooper (a Certified Quickbooks ProAdvisor) brings over 18 years of accounting & business experience to your company. Throughout his career, Jason has worked for large financial corporations, small to mid-size businesses, and non-profits. His focus on the data, attention to detail, and organizational skills are key in helping improve your business.
Our service includes a FREE business bookkeeping evaluation to help identify gaps and opportunities related to your current bookkeeping and accounting processes. From there, we customize a plan specific to your business needs.
Bookkeeping and Accounting is a vital part of any business, from day-to-day bookkeeping tasks to financial statements. Cooper Financial Consulting specializes in performing a multitude of these financial functions, giving you the time and flexibility to focus on running your business.