Financial Management & Oversight
Financial Management & Oversight
As part of our services, we perform monthly bookkeeping which generally consists of the following:
• Assist management in determining appropriate account coding for recurring transactions. • Recording of transactions in general ledger and preparation of trial balance based upon management-approved Chart of Accounts. • Reconcile bank accounts. We will prepare a standard set of financial statements for you. The standard contents of a set of financial statements are: • Balance sheet. Shows the entity’s assets, liabilities, and stockholders’ equity as of the report date. It does not show information that covers a span of time. • Profit & Loss (or Income) Statement. Shows the results of the entity’s operations and financial activities for the reporting period. It includes revenues, expenses, gains, and losses. • Statement of cash flows. Shows changes in the entity’s cash flows during the reporting period.
Please check out our Automated Financial Reporting service to understand how the preceding is accomplished. What’s important to understand here is that we do not just provide Monthly Bookkeeping; rather, we become an extension of your team. We are here to help you grow your business by freeing up your time to do what you do great while providing you the financial insight your business needs each month.
Quarterly Face-to-Face Review
Quarterly Face-to-Face Review
Each quarter or as frequently as requested, we schedule a face-to-face meeting in order to review your company and individual financials. This is not an additional service, but an essential part of our core services.
Financial & Tax Planning Strategy
Financial & Tax Planning Strategy
The only way to turn your financial statements and/or tax return into a report card on how well we did planning throughout the year is to establish a comprehensive strategy to follow. We will prepare a living document that outlines your goals with clear, actionable paths to reach your financial destination. This service is what sets us apart and is the foundation of THE BETTER WAY.
Automated Financial Reporting
Automated Financial Reporting
The accounting industry is drastically changing, and we are on the forefront of that change. Through the use of artificial intelligence and machine learning, we provide a service that is near real time. This allows us to become your trusted advisor – no longer tied down entering data, but helping you better understand your financials as they happen.
ABOUT
Tiffany Miller
I have more than seven years of experience in public accounting, servicing the needs of high net worth clients and the businesses they own. My experience includes tax compliance and business/personal financial reporting. I strive to identify financial trends to offer sage advice and guidance within financial reports. I am proficient in complex bookkeeping, cost/benefit analysis, break-even analysis, balance sheet management, and bill pay management. I hold a Master in Accountancy from Lipscomb University and committee membership in the Tennessee Society of Certified Public Accountants Federal Tax Committee which focuses on a cohesive relationship between the Internal Revenue Service (IRS) and Certified Public Accountants.
Kristopher D. Miller, CPA/PFS
I am a Certified Public Accountant and Personal Financial Specialist with approximately 20 years of experience assisting individuals and their businesses. Of that time, I have spent more than 12 years in public accounting. My experience includes advising national and international public companies, large to mid-sized private companies and individuals including entrepreneurs and retirees. My business clients represent a wide range of industries including real estate, construction, manufacturing, healthcare, pharmaceutical, software as a service and transportation. I am proficient in tax provision (“ASC 740”) preparation and review, consolidated C-Corporation, complex partnership and multi-state tax compliance and consultation as well as international tax compliance. I am a Summa Cum Laude graduate of Lipscomb University where I hold a Bachelor of Science in Professional Accountancy. I am a member of the Tax Advisory Council of the National Federal of Independent Businesses (NFIB), which focuses on advising and consulting the Tennessee Legislature on tax issues impacting individuals and businesses. Additionally, I am the Treasurer for Matthew 25, Inc., a non-profit organization that helps homeless veterans in Nashville find jobs and homes – a deep passion of mine.