Financial Services

Financial management and reporting for project-based operations

• Budgeting, forecasting, and cost control analysis
• Financial performance analysis and KPI reporting
• Experience with project-based operations, including engineering/mining projects
• Preparation of management/stakeholder financial reports

Accounting and time-sheet software setup, integration, and training

• Accounting software setup and configuration
• Time-sheet software implementation
• Integration of financial and business systems
• Staff and volunteer training on software
• Automation of financial processes

Loans and Inter-company Transactions

• Management of external loans, including repayment schedules and interest tracking
• Handling of inter-company loans, transfers, and internal billing between corporate entities
• Policies for proper accounting, approval, and reconciliation of all inter-company transactions

Optional Checklist

• Personalized checklists to help clients stay organized and efficient.

Budgeting, forecasting, and cost analysis

• Cost control analysis and expense management
• Budgeting for corporate and non-profit clients
• Forecasting for project-based and general business operations