Celebrating Our First 10 Years

Liberty Consultants is a progressive firm with more than 50 years of combined experience that specializes in providing innovative financial, human resource and operational solutions to a variety of industries.

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Our Services

Financial

Establish and maintain QuickBooks file(s) on our QuickBooks Enterprise Solutions software.

Maintain accurate and timely financial records in QuickBooks.  Perform monthly functional and benefits expense allocations, monthly accruals, amortization of prepaid expenses, fixed asset depreciation, and recording of adjusting and reclassification journal entries, as needed.

Manage all aspects of A/P and A/R.

Provide regular financial reports and cash flow projections (at least monthly, or more often, if required) to senior management.

Maintain cloud-based vendor files containing W-9’s, invoices, ACH authorizations, etc.

Assist in development, implementation, and management of annual budget and cash flow projections.

Manage the corporate credit card, including payment and monthly reconciliation.

Assist with preparation of Board reports.

Partner with CPA in preparation of annual 990.

Partner with auditor in preparation of annual audit.

Partner with CPA in preparation of annual tax return.

Human Resources

Draft offer letters for prospective employees.

Issue/process new hire paperwork including payroll form, direct deposit, I-9, W-4, local W-4, benefits enrollment/waiver, etc.

Audit and maintain cloud-based personnel files.  Ensure current & ongoing compliance with applicable state & federal laws.

Serve as organization HR expert; field questions from employees regarding benefits and general HR issues.

Serve as administrator for benefit plans; manage plan documents and annual reporting; perform entries to retirement and other plans per pay period.

In partnership with 3rd party vendor, process payroll.

Process employee terminations including withdrawal from various benefits and enrollment in COBRA (where applicable).

Process employee reimbursements.

Assist with performance management process.

Operational Services

Obtain and manage various business insurance policies; ensure adequate coverage.

Manage relationships with 3rd party vendors, including vendors, brokers, and insurance carriers, including collection of form W-9, ensuring contracts/agreements are current.

Assist with lease management.

Contact Us

Call (727) 623-0934 or email using this form.

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