Virtual CFO

In order to prepare a financial statement, it is important to accurately identify your financial position. Through careful analysis of your previous and current statements and activity, we work with you to update all of your books and records to ensure the most accurate information is obtained.  We also can use the same information to manage the finance & accounting functions, conduct financial reporting & analysis, and prepare budgeting & forecasting for your business.

Budget & Financial Planning

Having a skilled, licensed company to provide you with guidance has an immeasurable benefit. Joachim & Co. can offer you invaluable assistance with preparing your company for what lies ahead. For start-up companies, we can help you build your company from the ground up. For established businesses, Joachim & Co. can help you plan for the future and expand your business to suit your vision.

We can provide guidance and consultation for:

  • Comprehensive business plans

  • Executive summary of business plans

  • Financial forecasts

  • Assistance with financing applications

    Financial Planning and Consulting

    When initiating any venture, it is critical to establish clear, measurable, and attainable goals. At Joachim & Co, we have the expertise to help you identify, monitor, and attain these goals. Businesses need to be built to endure the test of time; we can help you structure your company to withstand perpetual changes in economic conditions.

    Virtually all small business owners utilize their business income for personal financial goals such as retirement and education planning. We can assist you with preparing for these daunting challenges by analyzing your income and spending needs and by creating a plan that meets your objectives.

Financial Statement Preparation

  • Prepare Income Statement
    The income statement calculates the net profit or loss, which is determined by sales revenue, expenses, and general ledger records.
  • Prepare Statement of Retained Earnings
    The statement of retained earnings reflects the distribution of profit between retained earnings and dividends.
  • Prepare Balance Sheet
    The balance sheet illustrates the company’s financial position – it’s a snapshot of the last day of the accounting cycle.
  • Prepare Cash Flow Statement
    From a cash basis, the statement of cash flow is a compilation and comparison of information from the three main financial reports: income, retained earnings, and balance sheet.
  • Financial Statement Analysis
    Business owners may not need all the details, but they definitely need to understand the BIG PICTURE of their current financial and cash positions. These insights are crucial when making business operation decisions.
  • File Financial Statement Reports
    All companies, foreign and domestic, are required to file registration statements, periodic reports, and other forms electronically through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). The purpose of EDGAR is to increase the efficiency and fairness of the securities market for the benefit of investors, corporations, and the economy via a time-sensitive collection tool.
  • 1099 Preparation
    Includes preparation of Form 1099-MISC and filing with the Internal Revenue Service and applicable state(s) via electronic or physical mailed copy to the recipient.

Fast, Secure, Affordable 

Efficient use of money and time is important to us and our clients, so one of our top priorities is providing a high level of quality, speed of service, and affordability.

We are always available to spend time with you to help you fully understand how to interpret and utilize the financial information we provide you. Our services include quarterly consultations regarding budget and tax planning.

We look forward to meeting you! We enjoy getting to know our clients and delivering personalized service.