sampling of services

offering packages customized to your needs
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services

Strategic Planning

Document Short & Long-Term Business Plan

Annual Budget & Cashflow Forecast

Key Performance Indicator (KPI) Calculations

Entity Structure & Organizational Charts

Corporate Transitions & Succession Planning

Help Manage Strategic Partner Relationships

(Banking, Insurance, Benefits)

Accounting & Financial

Trend & Budget Variance Analysis

Monthly Accruals & Revenue Recognition

Cash Management

Accounts Payable

Account Receivable & Collections Management

Monthly Reconciliations

Internal Statements Preparation

 

Risk Analysis

Determine Ownership Risk Tolerance

Analyze Areas of Risk and Exposure

Review Insurance Coverages

Operational & Employee Safety

Compliance Support

Prepare Schedules for Tax Advisor

Financial Audit Preparation

Other Agency Reporting Requirements

Debt Covenant Calculations

Workers’ Compensation

 

Human Resources

Hiring & Onboarding Support

Payroll Processing

Benefits Negotiations & Analysis

Salary/Pay Analysis

FMLA, PTO, Sick Leave Tracking

Other Possible Services

Retirement Plan Management

Fixed Asset Management

Software Implementation & Training

Records Management & Retention Policy

Help with Expansion or Liquidation

Corporate Governance

 

Get In Touch

2 + 15 =

p.o. bOX 29143
Portland, Oregon 97296
503 784 4527
[email protected]

The Joseph Lilly Company

P.O. Box 29143
Portland, Oregon 97296
503 784 4527
joseph@jlillycompanycom

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