o Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting;


o Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting;

o Prepare financial statements, business activity reports, financial position forecasts and annual budgets; Coordinate and direct strategic and financial planning and annual budgets:

o Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting;

o Prepare financial statements, business activity reports, financial position forecasts and annual budgets;

o Advise management on short-term and long-term financial objectives, policies, and actions;

o Analyze financial details of past, present, operations in order to distinguish development opportunities and areas where improvement is require;

o Assess needs for acquiring funds and investment of surpluses, and propose appropriate recommendations;

o Review client’s organization policies and procedures and offer suggestions to comply with the current GAAP accounting standards;

o Perform audits of company accounts and financial transactions to guarantee compliance with state and federal requirements and statutes;

o Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to initiate financial activities;

o Monitor and evaluate the performance of accounting and financial staff; propose and execute personnel promotions and dismissals;

o Advise management on short-term and long-term financial objectives, policies, and actions;

o Analyze financial details of past, present, operations in order to distinguish development opportunities and areas where improvement is require;

o Assess needs for acquiring funds and investment of surpluses, and propose appropriate recommendations;

o Review client’s organization policies and procedures and offer suggestions to comply with the current GAAP accounting standards;

o Perform audits of company accounts and financial transactions to guarantee compliance with state and federal requirements and statutes;

o Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to initiate financial activities;

o Monitor and evaluate the performance of accounting and financial staff; propose and execute personnel promotions and dismissals;

o Prepare financial statements, business activity reports, financial position forecasts and annual budgets;

o Advise management on short-term and long-term financial objectives, policies, and actions;

o Analyze financial details of past, present, operations in order to distinguish development opportunities and areas where improvement is require;

o Assess needs for acquiring funds and investment of surpluses, and propose appropriate recommendations;

o Review client’s organization policies and procedures and offer suggestions to comply with the current GAAP accounting standards;

o Perform audits of company accounts and financial transactions to guarantee compliance with state and federal requirements and statutes;

o Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to initiate financial activities;

o Monitor and evaluate the performance of accounting and financial staff; propose and execute personnel promotions and dismissals;


o Review and offer suggestions to client’s current organization development -  performance management and improvement systems;

o Review and offer suggestions to client’s current policy development and documentation;

o Offer recruiting and staffing suggestions;

o Conduct employee orientation, staff development, and staff training processes;

o Review and offer suggestions regarding improved employee relations;

o Review and offer suggestions and architectural designs regarding clients organizational and space planning;

o Review and offer suggestions regarding client’s employee and community communication;

o Review client’s company-wide committee meeting structure, offer facilitation services;

o Review and conduct employee safety, Cal/OSHA, HIPPA compliance, Corporate Compliance classes;

o Offer employee services and counseling

o Offer compensation and benefits administration package;

o Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting;

o Prepare financial statements, business activity reports, financial position forecasts and annual budgets;

o Critical timing of prompt responds to customer inquiries

o Amicably addresses and resolves customer complaints

o Non-obtrusive ways to solicit review and evaluate all relevant information to handle inquiries and complaints

o Results driven successful steps to conduct customer verifications

o Accurate order processing, forms and application completion of customer requestsFlawless record keeping of customer interactions and transactions

o Detail records of inquiries, comments and complaints

o Factual detail records of actions taken

o Giving direction to customer requests and unresolved issues to the designated resource

o Reviewing and analysis of all customer service interactions

o Enhancing an employee’s use of the proper and most effective way to manage customers' accounts

o Role playing with staff is the most effective ways to effectively communicate and coordinate with other internal departments using:

o Proven interpersonal skill methods

o Teaching effective communication skills - verbal and written

o Enhancing the employees listening skills

o Utilizing proven problem analysis and problem-solving

o Addressing accuracy in attention to detail and accuracy

o Empowering each employee to take responsibility and initiative to help each customer

o Teach effective stress tolerance and adaptability exercises to cope in highly

o Prompt follow up to all customer interactions

SERVICES