Consulting Services

CONSULTING SERVICES

 

Juna’s consulting services provide valuable financial expertise on a project or interim basis. Do you have a financial project looming on the horizon? Need a temporary CFO or controller? Need help in setting up or cleaning up your accounting system? The seasoned professionals at Juna can help.

 

Financial Project Services

  • Interim Controller
  • Interim CFO
  • Financial Statement Projections
  • Board Presentation and Packages
  • Budget Development
  • Audit Support
  • Conversion to Accrual Accounting
  • Internal Controls
  • Revenue Recognition
  • M&A Support

 

Set Up

We are Certified QuickBooks ProAdvisors® and have extensive experience in accounting system design. We set up customized accounting systems, processes, and procedures with a focus on integrating technology to maximize efficiency, accuracy, and cost-effectiveness. Services include:

  • Implementing QuickBooks
  • Integrating QuickBooks with the right mix of applications to create an efficient data workflow
  • Evaluating and implementing internal controls and procedures

 

Clean Up

Are your books a mess? Do you give the proverbial shoe box to your tax accountant at the end of the year? QuickBooks is a great tool, but business owners can quickly get into trouble as transactions become more complex. We are experts in cleaning up messes left behind by non-accountants. Common mistakes we can help fix include:

  • Transactions improperly classified
  • Fixed assets not properly capitalized
  • Outstanding accounts receivable not collected
  • Old outstanding items or discrepancies on the bank reconciliation not resolved
  • Transactions recorded multiple times in error
  • Transactions posted to the incorrect period
  • You don’t have the data to determine which goods, services, or projects are profitable