Accounting Data Analytics

Our Core Service Specialization

Our core service specialization is accounting business data analytics using traditional software methods and GenAI to build a structural foundation from data insights to develop and apply GenAI solutions to quickly, efficiently, effortlessly, and accurately achieve your organization's milestones and ultimate goals.

Schedule of Accounting Functions We Process and Manage

Everything we do for your accounting functions you contract with us to service begin with the basics of performing:

Bookkeeping

Recordkeeping

Tax planning

Tax preparation

Financial reporting

Evaluation of financials

Payroll

Appraising your accounting functions so we can work with you to build and implement business strategies through our advisory services

We follow through on these accounting functions with accounting data analytics, key performance indicators (KPIs), and a review of other metrics that provide insights and measure performance over time for specific objectives. This allows us to recommend the best-in-class-best-fit GenAI Solutions available so you gain traction to make better decisions and achieve your goals.

Traditional Accounting Services

We offer all the traditional services a full service Certified Professional Accounting firm provides, except we do not do audits, assessments, or compilations.

For small and medium business needs we can handle your accounting requirements.

For traditional large company business accounting demands we suggest you work with a full service CPA firm or we can get you started with our accounting advisory and diagnostic services we offer clients with substantial challenges prior to connecting you with one of our partner CPA firms.

Accounting Advisory and Diagnostic Services

Our Accounting Advisory Services provide you with us, as a third party associate, working solely on your behalf to achieve the best benefits for you by helping you find the best CPA firms and/or talented boutique accountants with expertise in extreme niche disciplinary areas, legal for asset management, excellent wealth management advisors registered with the Securities and Exchange Commission (SEC), and other highly specialized professional financial service providers.

You can engage our accounting advisory services to the extent that best suits your needs.

We can do a data analytics diagnostic and point you in the direction of your next best action steps.

We can refer you to specialist CPAs and/or talented boutique accountants in unique areas of accounting, a variety of distinctive financial vendors, and Generative Artificial Intelligence Development Operations (GenAI DevOps) with remarkable attributes our data analytics diagnostic shows is a best fit for your organization.

In the development and implementation phases, we can continue in an advisory role as you progress with the specialists in their areas of accounting, signature financial vendor services, and GenAI DevOps we connect you with.

After implementation of your mission critical dedicated solutions, we can continue advising you along with the accounting specialists, financial vendor services, and GenAI DevOps to monitor your progress as needed while you continue to achieve your goals.

Take a closer look at how we apply AI accounting business data analytics to provide you with interactive ChatBots, AI Assistants, and AI Agents to increase productivity, increase efficiency, reduce costs, mitigate risk, increase revenues, and increase profit margins through strategic multilayered and multidimensional in-depth insights into your accounting functions.

Bookkeeping and Recordkeeping

Financial Accounting and Reporting

Financial Statement Analysis

Payroll

Cost Accounting

Managerial Accounting

Tax Strategy, Consulting, and Preparation

Last Will and Testament Asset Advisory

Commercial Banking Advisory

Portfolio Risk Assessments:

In depth portfolio review with credit-by-credit evaluation, borrower strengths and weaknesses, potential changes in risk ratings, and credit specific recommendations.

Banking Growth Advisory:

We will work with management to assess your lending and relationship management platforms and build strategic action plans for profitable growth and diversification.

Loan Sales and Syndications:

Strategy and implementation of loan sales and syndication practices, policies, procedures and documentation customized to mitigate risk, elevate agent bank recognition and maximize fee income. We are available to advise on individual agented loan sales and syndications opportunities.

Credit Advisory:

New credits, restructuring or refinancing existing debt, and recommendations on borrower-documentation-credit restructuring.

Loan Workout and Default Support:

Partial support or full outsourcing of problem loans.

Strategic Planning:

We work with management to proactively develop a strategic plan for your portfolio which fully addresses safety and soundness regulatory concerns. This includes troubled loan remediation, restructuring, and regular internal portfolio reviews.

Investor Diligence:

Portfolio and business review in support of an investor or potential acquirer.

Capital Structure Advisory:

Optimizing capital structures and alternatives including refinancing, mergers and acquisition, share repurchase, and leveraged buyouts.

Capital Raising:

We work with borrowers on sourcing bank facilities, debt and equity for working capital, capital expenditures and acquisition. We assist borrowers in the sourcing, structuring, pricing, and negotiation of financings.

Debt Restructuring:

Advisory and execution to provide borrowers with alternatives to ensure liquidity, covenant relief, amendments, and extensions.

Take a deeper dive into the commercial bank accounting data analytics and GenAI solutions we provide.