SERVICES
Overview of Oxford Services
Unlike the majority of financial services companies, Oxford Business Services aims to train and supervise your internal staff NOT replace them with more billable time or fees for our firm. Sure, we have put together some impressive resources, but we fundamentally look to leverage our backgrounds to improve what you have, and not disrupt the trust you’ve established unless there’s no other choice. And honestly, that’s the exception, not the rule.
Next to profitable sales, your people are one of your company’s greatest assets. Invest in them with training and a bit of patience, and you not only receive their loyalty, but go on to become an employer of choice in your community and in your industry. And that’s super valuable!
Here’s a short list of some of our key service offerings. If you don’t see a capability you feel you need, we have labeled in differently or combined with another service. Chances are good we already support whatever it is that as your interest, so just ask and we’ll tweak a related deliverable or establish a custom service offering to meet your precise requirements.
Bookkeeping / Accounting Supervision
- – Structure and train your bookkeeping team or designee how to properly record transactions
- – Set up weekly/monthly/quarterly/annual check lists to follow
- – Respond to accounting and bookkeeping questions when they arise
- – Guide your staff as to how to prepare books for taxes
- – Reporting / Daily ‘flash reports’ of important business stats
Planning and Analysis
- – Budgeting
- – Cash flow projections
- – Expense audits
- – Gross margin analysis
- – Inventory turns and ROI
- – Profitability analysis
Payroll and Processing
- – Setup and integration to manage your own
- – Remote management of payroll and processing
Tracking and Reporting
- – Advanced P&L reports
- – Trend analysis
- – Track efficiency and payroll value of employees
Financial Management
- – Financial assessments and ledger documentation
- – Overall financial collaboration of corporate accounts
Part-time / Fractional CFO
- – Budget preparation and monitoring
- – Training and managing your accounting staff
- – Defining long-range plans and the quantification of goals
- – Liaison with bankers, attorneys, vendors, insurance agents, etc.