Banks & CUs
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On-Demand CFO Services, Risk Modeling,
and Analytics that make your business work
Completing training in:
Audit-ready month-end financial reporting & analysis, with industry specific workpapers.
GAAP to tax cost allocation with Industry Specific Methodologies and documentation.
Perpetual Data Room and industry specific policies and cost accounting.
Cash controls and rolling cash forecasts, budgets, and risk analytics
Tax requirements under sections 280E and 471
C-Level analytics from a C-Level, experienced CPA