The 2Go Advisory Group’s CFOs 2GO division has built an accounting group of bookkeepers, accountants, controllers, and CPAs to provide “customized” accounting services to clients – in our offices or on-site in client offices. These accounting services are available directly to clients or integrated with our group of fractional CFO partners in order to assist with your business vision, goals and growth needs and interpretation of financial and management reports from a financial perspective.

The accounting group is system-agnostic and can quickly adapt to special accounting needs. The group is multi-dimensional so as to provide peer support as well as technical oversight; thus, making accurate completion of work to meet deadlines and due dates more than just “best efforts.”  Our services are not limited to outsourced accounting and accounting management but also offer accounting technology consulting recruitment services.   

  1. Financial Reporting including GAAP and SEC regulatory reporting
  2. Detailed transactional services 
  3. Bank and Credit Card Statement Reconciliations including a clear understanding of payments, withdrawals, and cash flow.   Other account reconciliations include receivables, payables, payroll, vendors, customers, and inventory. 
  4. Budgeting 
  5. Accrual and Cash Basis Accounting
  6. Sales and Use Tax Reporting
  7. Invoicing
  8. Inventory
  9. Expense management
  10. Billing, Collections, and Revenue Recognition
  11. Financial Statement  Analysis
  12. Revenue Growth Tracking
  13. Records Management
  14. Best Practice Recommendations 
  15. Implementing Accounting and Operational Workflows (including assessment of internal controls)
  16. Security Surrounding Accounting Practices and Procedures
  17. Financial Planning & Analysis (FP&A)

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REPORTING

Our accounting department performs monthly reporting including balance sheets, Income Statements, Cash Flow Statements, custom reporting, and consolidated financials for complex domestic and international businesses.   These reports are crucial for Public, Private and Non-profit companies.   

Our accountants work closely and diligently with outside CPA firms to ensure timely and accurate accounting for tax purposes, mergers and acquisitions, loans and funding, boards, valuations and IRS requirements. 

In addition to utilizing a variety of accounting software systems and software add-ons, we have expertise in recommending and implementing new systems and upgraded software for existing systems.   We have deep experience utilizing accounting software including but not limited to:

Accounting Systems

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  • Intacct
  • NetSuite
  • Oracle
  • QuickBooks (Online and Desktop)
  • Microsoft Dynamics
  • Xero
  • Blackbaud
  • Mas90
  • Sage 50/100/Pro
  • Acumatica

Related Platforms

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  • Bill (fka Bill.com)
  • Expensify
  • Stripe
  • SOS Inventory
  • Jirav

Payroll Services

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  • ADP
  • Paychex
  • Rippling
  • Gusto
  • Heartland