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Accounting Processes are the Foundation of Your Financial Strategy.

How confident are you in the accuracy of your financial records?

ACCURATE

Audit-ready financial statements

TIMELY

Transaction processing to support daily decision-making

STRUCTURED

A financial structure that supports your business needs

You do not need to climb alone. HighRidge CFO is your partner for the next chapter in your business evolution.

By understanding your business structure and level of transactions, we provide accurate, timely financial reports that support business analysis and decision making.

Accounting Solutions for a Predictable Fee

Mountain Lake Reflection

Essentials

Capped Transaction Recording

Unlimited Transaction Recording

Receivables and Payables Management

Bank Reconciliations

Quarterly Balance Sheet Reconciliation

Sales Tax Filing

1099 Processing

Coordination with Your Tax Accountant

Financial Statements

Customized Reports

Weekly Flash Report

Bi-Weekly Check-In Call

Quarterly Review Call

Full Financial Review

Business Specific Financial Dashboard

Quarterly Forecast Update

Annual Budget

Peace of Mind

Growth

Capped Transaction Recording

Unlimited Transaction Recording

Receivables and Payables Management

Bank Reconciliations

Monthly Balance Sheet Reconciliation

Sales Tax Filing

1099 Processing

Coordination with Your Tax Accountant

Financial Statements

Customized Reports

Weekly Flash Report

Bi-Weekly Check-In Call

Monthly Review Call

Full Financial Review

Business Specific Financial Dashboard

Quarterly Forecast Update

Annual Budget

Peace of Mind

Full-Service

Capped Transaction Recording

Unlimited Transaction Recording

Receivables and Payables Management

Bank Reconciliations

Monthly Balance Sheet Reconciliation

Sales Tax Filing

1099 Processing

Coordination with Your Tax Accountant

Financial Statements

Customized Reports

Weekly Flash Report

Bi-Weekly Check-In Call

Monthly Review Call

Full Financial Review

Business Specific Financial Dashboard

Quarterly Forecast Update

Annual Budget

Peace of Mind

Transaction Recording
  • Record all financial transactions in QuickBooks Online
  • Categorize expenses and income for accurate reporting
  • Maintain up-to-date financial records to ensure compliance
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Accounts Receivable & Payable Management
  • Track and manage customer invoices and payments
  • Monitor vendor bills and ensure timely payments
  • Provide aging reports to help manage cash flow
Accountant
Bank Account and Balance Sheet Reconciliations
  • Match bank and credit card statements with recorded transactions
  • Reconcile all balance sheet accounts monthly for accuracy
  • Identify and resolve discrepancies promptly
Accountant
Sales Tax Filing
  • Calculate and file sales tax returns as required
  • Ensure compliance with state and local tax regulations
  • Track sales tax liabilities and payments for accurate reporting
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1099 Processing
  • Prepare and issue 1099 forms for eligible vendors
  • Collect and maintain W-9 information for compliance
  • Ensure timely filing with the IRS to avoid penalties
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Coordination with 3rd Party CPA / Tax Accountant
  • Provide financial reports and documentation for tax preparation
  • Facilitate communication to ensure accurate tax filings
  • Assist with responding to tax-related queries and audits
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Financial Analysis
  • Refer to our Strategic Advisory page for more information on:
    • Weekly Flash Reports​
    • Bi-Weekly Check-In Call
    • Monthly Business Review
    • Quarterly Forecast Update
    • Annual Budget
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So, do you still think you can manage your business financial strategy alone?

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