We recognize that creating a finance and accounting plan is a process. It’s a process that involves forming relationships, discovering your goals and developing a plan to meet those goals.
Kona HR works with businesses to create unique strategies to help keep you focused on reaching your companies financial milestones.
Assist in the evaluation and
selection of accounting software.
Configure software based on business needs. Includes documenting activities, closing and interfacing with tax accountant on tax returns.
Manage banking relationship. Provide support for bank transactions as needed. Support and provide information for financing needs.
Configure all reports required in the system. Implement features that will determine client profitability. Set up scheduled reports and management updates as needed.
Manage the invoicing process. Configure process for specific client accounts payable processes. Present invoices per client requirements.
Establish cash application process, to include paper checks, wires and ACH deposits.
Assist in the cash management process. Keep software and reporting up to date for real time updates.
Assist in selecting appropriate system. Set up payment and approval cycle.
Establish expense management process. Determine mechanism and process for collecting and billing client expenses. Set up non-billable reporting and payment process.
Assist in selecting tax accountant. Interface as required, provide all materials required to prepare tax returns. Work with accountant on revenue allocation.
Assist in certain items relating to owning a growing business. Compensation strategies, Tax Strategies, Quarterly Tax Payments, etc.
New York, NY
Manlius, NY
Southport, CT
Denver, CO
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