Avid Financial Firm

BRINGING THE PAST INTO THE FUTURE

The skills you’re here for

We can handle the broadest range of accounting tasks and we are more than happy to do so, however….

This is what we wake up every day excited to do…….

Operational Improvements & Advisement

  • ➤ Identifying and implementing efficient and secure processes
  • ➤ Internal controls analysis, advisement, and implementation
  • ➤ Accounting management consulting
  • ➤ Collaboration with Executives, Board Members, or other high impact parties

Month-End Close Management

  • ➤ Real reconciliations
  • ➤ Identifying and correcting errors
  • ➤ Adjusting the system and reports for accrual basis accounting.
  • ➤ Confirming alignment with U.S. GAAP
  • ➤ Audit/Tax/CPA support

Key Industry and Company Experience

mEDICAL/rECREATIONAL mARIJUANA iNDUSTRY

Dispensaries, Grow Facilities, Wholesale and Distribution Centers

Full-cycle accounting and close management for multiple entities. High volume inventory movement, reporting roll-ups, multi-location and intercompany reconciliations and isolated reporting. Accounting for Royalties, Cash in safe accounts, POS Systems, Audit Regulations, and more. Cleanup, corrections, and training completed. C-Suite reporting and support. (NetSuite)

Medical Education

Workshops, Seminars, and Online Subscriptions

Accounts Receivable, Accounts Payable, Event Tracking, Contract Management, Cash-flow support, Commission process creation, calculation, and execution. Intricate data-driven reporting customization and presentation. Catch-up services, process improvements, creation and implementation. Successful C-Suite meeting leadership and buy-in, and large group trainings. C-Suite reporting and support.

(NetSuite)

Ecommerce/Retail Sales

Amazon, Shopify, PayPal, Stripe, and system integrations

Monthly entries, finding and correcting integration errors, split reporting (accurately reporting gross revenue and expenses), managing clearing accounts and adjusting for inventory true-ups. Catch-up, corrections, and training completed. C-Suite reporting and support.

(QuickBooks Online)

Milling, Mining, Manufacturing, Wholesale, and Resale

Heavy Inventory Excavation and Manipulation

Full-cycle accounting and close management for multiple entities. High volume inventory error corrections and true-ups, reporting roll-ups, multi-location and intercompany reconciliations and isolated reporting. High volume assets, leases, loans, lines of credit management, and more. Cleanup, corrections, and training completed. C-Suite reporting, acquisition transition collaboration, and support.

(QuickBooks Online)

Real Estate Operating and Holding Companies

Land Rent/Revenue and Asset Sales

Full-cycle accounting and close management. High volume unique receivable and payable account management, and more. Cleanup, corrections, and training completed. C-Suite reporting and support.

(QuickBooks Online)

Marketing, Handyman, and other Service Partnerships

Multiple Partnership Arrangements in various service industries

Full-cycle accounting and close management for multiple partners. Catch-up services completed.

(QuickBooks Online)

Remote Services based out of Scottsdale, Arizona (480) 447-3775 Set up a consultation

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