PAPER BIRCH CONSULTING 

Fractional CFO Services

Our Services

    • Reconciliation of Accounts

    • Tailored Budget Planning and Implementation

      • Expense Reduction

      • Asset Acquisition

      • Financing Opportunities

    • Vendor/Bill Payment

    • Financial Statement Review and Preparation

    • Contract Review and Negotiation

      • Collaboration with Legal Specialist

    • Payroll/Contractor/Labor Analysis

      • Labor Percentages

      • Contractors vs. Employees: AB5

    • Contractor Compliance with CA Laws: AB5

    • Review of Current Labor Percentage

    • Loan Acquisition Preparation

    • Debt Consolidation

    • Financial Projections

    • Strategic Tax-Based Planning throughout the Year

      • Collaboration with Tax Specialist

    • Asset Disposition

    • Liability Review

    • Depreciation Planning

    • Capital Gains and Losses

    • Financial Statement Preparation for Taxes

    • 1099 Reconciliation & Filing

    • Quarterly Reconciliation of Sales Taxes Due

    • Employee Handbook Review

    • Employee Onboarding

      • CA Mandatory Sexual Harassment Training

      • CA, County and City Specific Labor Laws

      • Mandatory CalSavers

      • Recordkeeping

    • Employee Performance Management

    • Employee Termination Management

    • Employee Dispute Management

    • Inventory COGS, Pricing and Profit Margin Support

    • Inventory Check and Reconciliation

    • Variance Analysis

    • Inventory Replenishment Strategy

    • Ordering Protocol

    • Employee Time Tracking Management

    • Labor Law Compliance for CA and Respective County/City Jurisdictions

      • Break, OT, Holiday, Vacation and Sick Pay

    • Recordkeeping

    • Scheduling Management

    • Payroll Payment Management

    • Commission Tracking

    • Termination Payments