General Benefits: YOU are expert in the product / services side of your company. WE are expert in the financial / accounting aspects of an organization. Christle's Checks & Balances can free you up to do what you do best: manage and grow your business.. Services (Benefits)
Financial Source Documentation
* A Snapshot in Time
* A Focus on the Financial Aspects of the Company
*You Know the True Financial Condition of Your Company
Bank Account Services
* Reconciliation
* Deposits
*No Inadvertent Overdrafts; Assurance that All Deposits Are Received and Posted by the Bank
Client Accounts
* Administrative Information (Name,Address,Phone,Key Contacts in Various Departments)
* Payment History
*Know Your Customers. Payment History Provides Management Information as to the Extent of Credit You Wish to Extend
Tax Records
* IRS and Franchise Tax Board Documentation Requirements
*Professional Appearance of Your Organization,Minimizing Potential Audit Situations
Balance Sheet
*Formal Details of Your Company
Profit and Loss Statement
*Provides Management Information to Assist in Grow th Decisions
Receivables
* Accurate Summary and Detailed Information
*Expected Income. Can Be Used for Collateral for a Bank Loan
Payables
* Timely Payment of Bills,Consistent with Meeting Vendor Payment Terms.
*Insure Maximum Float to Your Company by Paying on Time to Take Advantage of Available Discounts,But Not So Soon as to Lose the Float Interest Rate of Your Money
Dunning
* Professionally (In a Non-Threatening Way)