Finance & Accounting

Bearing Tree provides a full array of financial and accounting support, ranging from bookkeeping activities to full CFO-level financial management and advice along with corporate compliance.  We deliver the expertise, resources and technology needed to ensure timely, accurate and auditable accounting, transactions, reporting and insights.  We provide full outsourcing of your entire Finance & Accounting function.

How we can help

  • Maintain bank accounts including checking, savings, investments, and credit cards
  • Complete credit card reconciliation
  • Process accounts payable and receivable
  • Oversee expense reimbursements
  • Provide board meeting financial statements and analysis
  • Provide advanced reporting and analytics leveraging the NetSuite platform and supporting tools
  • Coordinate with CPA to complete annual Form 990 filing
  • File Federal Form 1099 filings
  • Manage annual financial audits
  • Provide timely reporting dashboard, monthly close and critical insights
  • Manage state annual reports and other filings with Registered Agent
  • Manage and file any entity changes (name change, assumed names, address changes, director and officer changes, etc.)
  • Coordinate with insurance brokers and providers to bind organizational coverage, including (if applicable): General Liability, Umbrella, D&O/Management, Commercial Property, Professional/E&O, Auto, HNOA, Key Person Life Insurance