Ratliff Financial Services

Financial Services

Welcome to our financial service area information page. Our goal is to provide a comprehensive list of financial and business management services to accomodate every phase of your business. We want to be the outside resource of choice for all of the financial services which you are unable to provide with in-house staff. We can serve as a high-level executive coach or we can dive into the details and do what needs to be done to help you grow your business and succeed. We can put together a custom suite of services specific to your needs.

Below is a list of some of the financial services that we offer. If you have a financial or business management need that is not addressed here, chances are we can still help you. Please contact us to discuss your unique needs.

	TAX PLANNING AND COMPLIANCE
	we can prepare your tax returns, both federal and state for corporations, partnerships and individuals including accrual to cash conversions and all supporting schedules. We can also assist with tax disputes, tax research, tax projections and strategic tax planning as needed.

	BOOKKEEPING SERVICES
	We will record all transactions into a computerized accounting system using paper documentation or online banking records. Service includes reconciling bank accounts and sub-ledgers to their respective general ledger accounts. We can prepare GAAP based financial statements including supporting schedules.

	BUDGETING & FORECASTING
	We can help you develop detailed annual operating and capital budgets including cash flow projections which can then be consolidated with periodic financial reporting to gauge your firm's progress against pre-determined goals.

	BILLING AND COLLECTIONS
	We can help you implement a system for systematically billing your clients, and ensuring timely payment. We can help you design and build custom bill templates as needed. We can show you how to set-up a merchant account to begin accepting payments by debit or credit card.

	FINANCIAL PROJECT REVIEW AND MANAGEMENT
	We can supply financial or statistical analysis of data for special projects or to assist you with prospective business transactions. We will help you with interpretations and recommendations on complex accounting, finance, human resource and other business management issues.

	ACCOUNTING SYSTEM IMPLEMENTATION OR CONVERSION
	We possess expert knowledge of numerous accounting software applications. We can help you decide which system is best for your particular needs and then help you put the system in place resulting in a more efficient and profitable business.

	START-UP BUSINESS CONSULTING
	We help you determine the best entity structure for your specific business needs and then assist you with the required federal, state and local entity registration procedures. We can supply a custom new business checklist to help you get everything in place to begin running your business and making money.