Patrick O'Reilly Email & Phone Number

Successful organizations continuously strive to reduce time spent on tasks not related to their core business. We help make this possible.Marcum’s consulting services team believes in providing outsourced accounting solutions that help organizations focus on delivery of their core products and services. Through innovative technology solutions, streamlined accounting processes, and proactive advice by a team of experienced professionals, the team is transforming the traditional role of accountants and CFOs. We specialize in outsourced accounting, controllership and CFO-level services, including:Transactional Accounting• Accounts Payable Processing• Download/Data Entry and Coding of Credit Card Transactions• Download/Data Entry Bank Account Activity• Prepare/Download/Data Entry of Payroll Activity• Accounts Receivable Processing• Client Invoice Preparation, Recording Client Payments Received, Recording DepositsGeneral Accounting• Posting of Monthly Journal Entries (depreciation, amortization, accruals, prepaids, others)• Bank Account Reconciliations (including loans and lines of credit)• Credit Card Reconciliations• Inventory Reconciliations• Loan Reconciliations• Investment Account Reconciliations• Other Balance Sheet Account Reconciliations• Internal Management Reports• Year-end Accounting Adjustments and Closing of Books• Financial Audit SupportControllership/CFO Advisory• Budget Preparation• Financial Projections and Analysis• Cash Flow Projections• Job Costing• Inventory Management• Manage Banking Relationships• Strategic Financial Management MeetingsTax Services• Assistance with vendor communications relating to obtaining W-9s• Assistance with preparation of annual Form 1096 and 1099s• Tax Planning• Sales and Use Tax Return Preparation• Federal and State Income Tax Return Preparation

Listed skills include Accounting, Leadership, Financial Analysis, Tax, and 28 others.

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  Nyu Stern School Of Business

  Accounting & International Business