Zipped Up to the rescue

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From short-term assistance to process improvements to liaising with your external auditors, below are examples of areas in which we can help.

•  Delivering interim accounting solutions during manager/staff leave and peak season 
•  Determining process improvements and documenting key procedures
•  Providing fund and partnership accounting including NAV preparation and review
• Liaising with external audit firm to facilitate audits including drafting financial statements and footnotes in accordance with GAAP, answering audit questions and providing requested support and documentation
• Mapping out duties of open accounting position, developing training materials and guiding permanent employee upon hire
• Facilitating data clean-up projects and account reconciliations
• Assisting with period end accounting close cycle and review
• Preparing financial statement package, analysis and presentation decks for upper management and Board of Directors
• Developing customized ad-hoc reporting
• Assisting with financial system conversions and testing

Industries include alternative investments (private equity & hedge funds), not-for-profit, pharmaceuticals, healthcare, and consumer goods. 

Business Relocation - 

From the architectural test phase, through office build-out, move and close out of the old office space, we manage the whole process for the tenant, so you can focus on your business.

• Interfacing with new and outgoing landlords to understand lease stipulations and limitations
• Determining, optimizing and finalizing the ideal floor plan with your architect and assisting with finish selections—flooring, lighting, paint and cabinetry
• Obtaining multiple quotes and managing RFP process for all vendors
• Managing interior design with your hired professional
• Attending regular construction meetings and coordinating various installations between all tenant-controlled vendors and general contractor
• Furniture sourcing and equipment procurement and relocation
• Facilitating server/network/data and phone continuity, relocation and installation with your IT department
• Determining security system requirements and enabling installation
• Defining signage needs and coordinating installation
• Managing address change and mail forwarding 
• Providing relocation management by obtaining mover quotes, developing move plan, communicating with employees and acting as move coordinator
• Old space clean up and close out