Finance, Accounting and Tax Consulting Services
Business by the numbers.
The financial health of your organization is its life blood flowing through and affecting all Stakeholders of your business—including your Customers, Community, Employees, and Owners. Our experts approach and define finance in either a Concierge or Advisory capacity through five core capabilities. These core capabilities encompass 30 Focus Areas that work together to maintain your company’s financial health and achieve its long-term strategic plan.
Tax planning and treasury management.
Operational performance management.
Risk management, controls, and regulatory compliance.
Accounting and financial statement reporting analyses.
Transaction processing and recording.
Finance Advisory Services
If you are looking to solve a specific business problem within our five core finance capabilities, our Financial Advisory services are here to guide you and provide the roadmap you’ll need to do it. These projects are scoped in detail by our experts who will provide a statement of work (SOW) and project plan that define its execution strategy and deliverables.
A Magis Financial Advisory Project typically:
- Assesses the existing organization and HR functions to pin-point opportunities for improvement.
- Identifies leading practice solutions that fit within your business or organization.
- Identifies strategic solutions with a plan for their implementation.
- Provides training and adoption strategies to drive transformational change.
How it works
At Magis, we use top-rated, cloud-based accounting software technology. Our clients are converted to a cloud-based solution that supports the services provided, and we assist with all implementation and training.
Our technologies include, but are not limited to:
- Microsoft Dynamics 365
- Azure
- Quickbooks
- Xero
- Bench
- Wave
Finance Concierge Services
At Magis, we use top-rated, cloud-based accounting software technology. Our clients are converted to a cloud-based solution that supports the services provided, and we assist with all implementation and training.
A Magic Finance Concierges can spearhead:
- General bookkeeping and accounting.
- Financial statement preparation and analysis.
- Budget preparation and variance analysis.
- Tax/Entity strategy, tax planning, and tax return preparation.
- Finance performance management and reporting.
- Benchmarking and Key Performance Indicators (KPIs).
- Project and asset investment funding analysis with returns on investments (ROI).
