Services

I take the time to understand my clients personal situations and businesses so that I can provide them the most impactful and beneficial feedback and advice. I always respond promptly and completely, and provide information in an easy to understand way. Services I offer:

Technical accounting research, memo and policy preparation - Accounting research, corporate accounting policies, and accounting for complex transactions.

External and internal financial reporting assistance - Financial reporting and disclosure, drafting of SEC filings, interpretation and/or implementation of SEC standards.

Assisting with SOX compliance and controls assessments - Financial controls review related to financial reporting departments, business process assessment and design or controls matrix based on best practices.

Accounting Policy and Procedure Documentation - Keeping up with increasingly complex compliance and regulatory requirements – the need to ensure that organizations are agile enough to respond to more complex accounting guidance (FASB, IASB, AICPA, SEC), financial reporting standards, and stringent external audit requirements.

Collaborating with business leaders - Discussing financial outcomes and projections are often hard when the desired results are not met. We help facilitate those discussions into a productive meeting with business leaders from across the organization.

Accounting Software Implementation - Implementing a new accounting system for financial reporting can be an intimidating project. We can help create the best structure for your company and team by using our vast knowledge of different softwares and reporting requirements. Examples include Workiva, BI, Lease accounting, and Quickbooks implementations.

Technical accounting research, memo and policy preparation- Accounting research, corporate accounting policies, and accounting for complex transactions.

External and internal financial reporting assistance

Analyzing financial information

Offering advice on improving profitability

Analyzing accounts payable to see where your business might be able to save money

Assisting with SOX compliance and controls assessments

Collaborating with business leaders

Setting up consistent accounting practices

Prepare and file financial reports

©2020 by MJ Financial Services LLC.

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