Your Roadmap to Success

The Way Can Be Complicated

Padilla Consulting offers outsourced accounting, finance and CFO services. We offer a wide range of services so that you can be confident that your business is doing things right—from basic bookkeeping to complicated regulatory compliance. We know you want to focus on your core business, and our goal is to provide you the information and support you need to make focused strategic decisions. Our approach is based on integrity, accuracy, reliability and intelligence. We don’t expect your trust, but we do plan to earn it.

Financial Services

Finance and Accounting

  • Establish and maintain efficient financial management processes, which could include:

    • Accounts Receivable
    • Accounts Payable
    • Invoicing
    • Purchasing
    • Payroll
    • Banking Services
    Ensure adequate cash levels and working capital to support strategic initiatives.
    Manage relationships with tax accounting services.
    Manage banking relationships.

    • Financial Reporting and Metrics

  • Define and create operational metrics and financial reports, which could include:

    • Monthly Profit & Loss Statements
    • Balance Sheet
    • Cash Flow Reports
    • A/R and A/P Aging
    • Utilization Reports
    • Sales Reports
    • Budget and Projection Reports
    • Financial Ratios
    • Human Resource Metrics

    • Bookkeeping

  • Provide full-service bookkeeping services which could include:

    • Invoice creation
    • Managing A/R and A/P functions
    • Reconciling bank and credit card statements
    • Preparing deposits
    • Managing vendor relationships
    • Budget preparation and review
    • Inventory management
    • Sales- and employment-tax filings
    • Time sheet and utilization report tracking
    • Payroll management
    • Commission tracking and payment

    • Planning, Compliance, HR, Contracts

    Strategic Planning

    Lead the creation and implementation of a strategic and tactical roadmap

    Implement processes and programs in support of roadmap functions

    Define and distribute effective metrics to measure progress on roadmap programs

    Review financial and back office operations for effectiveness

    Participate in strategic planning discussions

    Ensure adequate capital to support strategic decisions

    Make recommendations with consideration of financial and operational constraints

    Internal Controls

    Review processes and policies of back office functions, which could include:

    • IT Architecture
    • Disaster Recovery
    • Physical and internet security
    • Accounting and Finance Functions
    • HR policies and procedures
    • Contract Management
    • Vendor Management

    Human Resources

    Acquire top-notch talent

    Write policies and procedures for the employee manual

    Create staff appraisal and review procedures

    Process Payroll and maintain employee personnel files

    Manage insurance policy renewals and administer employee benefits

    Oversee 401k audits and year-end discrimination testing

    Communicate and enforce rules and regulations

    Ensure compliance with federal, state and local legal requirements

    Establish HR strategies which could include planning for:

    • Compensation and benefits
    • Staffing
    • Training and development
    • Employee relations and retention
    • Succession planning

    Compliance

    Ensure tax and regulatory compliance with all federal, state and local regulations

    Establish and monitor contract obligations and compliance standards

    Research and source insurance needs and ensure alignment of policy limitations to contractual obligations

    Contract Management

    Negotiate legal and business terms

    Draft contract agreements

    Ensure contracts comply with internal legal and business policies and procedures

    Analyze terms and conditions to evaluate risk

    Maintain contract records and historical information

    From Our Clients

    • Leslie helped us create a foundation we could build upon.
      Startup success can be measured on the small things that grow to a real enterprise--and she showed us how.

      Bryce Edmonds, co-founder and CEO of ReCycle Cycles LLC