Accounting & Finance

Outsource your accounting & finance work for a more efficient workflow and increased profits.

• Cash flow analysis
• Bookkeeping Services
• Bank and other accounts reconciliation
• Annual budget preparation and financial forecast
• Financial Statement analysis and preparation
• Assist in quarterly and annual audits 
• Preparation of client’s monthly referral fee calculation
• Update Total Income by Borrower Schedule
• Prepare Financial Covenants

Accounting & Finance

Outsource your accounting & finance work for a more efficient workflow and increased profits.

• Cash flow analysis
• Bookkeeping Services
• Bank and other accounts reconciliation
• Annual budget preparation and financial forecast
• Financial Statement analysis and preparation
• Assist in quarterly and annual audits 
• Preparation of client’s monthly referral fee calculation
• Update Total Income by Borrower Schedule
• Prepare Financial Covenants

​Portfolio Management

​Get access to experienced professionals and maximize returns with the right Portfolio Management partner. 

• Inventory analysis
• Advance Calculations 
• Client Trend cards update
• Financial spreads
• Preparation of RMRs
• Ineligible calculations
• Handling of daily BBCs
• Preparation of participation settlement report
• Preparation of past due reports and client risk
• Preparation of transaction report and management dashboard for BBC report
• Portfolio yield analysis
• Preparation of Risk Management Reports

​Portfolio Management

​Get access to experienced professionals and maximize returns with the right Portfolio Management partner. ​

• Inventory analysis
• Advance Calculations 
• Client Trend cards update
• Financial spreads
• Preparation of RMRs
• Ineligible calculations
• Handling of daily BBCs
• Preparation of participation settlement report
• Preparation of past due reports and client risk
• Preparation of transaction report and management dashboard for BBC report
• Portfolio yield analysis
• Preparation of Risk Management Reports

Marketing Support

​Free up time and effort by outsourcing marketing tasks to professionals.

• Upload and update contact details to SalesForce.com
• Commercial Finance Association (CFA) ABL Survey
• Prepare quarterly and annual Commercial Finance Association Survey
• Prepare Static Pool Survey

Marketing Support

​Free up time and effort by outsourcing marketing tasks to professionals.

• Upload and update contact details to SalesForce.com
• Commercial Finance Association (CFA) ABL Survey
• Prepare quarterly and annual Commercial Finance Association Survey
• Prepare Static Pool Survey

Operations

​Streamline workflow and reduce costs by outsourcing operational tasks to experts.

• Daily pulling and filing of bank statements 
• Invoice verification and posting
• Daily lockbox postings
• Credit and adjustment postings 
• Shipment monitoring and verifications
• Collection calls and emails
• Cash receipts posting 
• Review of borrower agreements/amendments
• Preparation of borrower loan statements and computation of charges
• Posting of annual fees, collateral management fees, and due diligence via loan adjustment
• Preparation of client’s monthly rebate and commission calculation
• Submission of approved funding via ACH or wire

Operations

​Streamline workflow and reduce costs by outsourcing operational tasks to experts.

• Daily pulling and filing of bank statements 
• Invoice verification and posting
• Daily lockbox postings
• Credit and adjustment postings 
• Shipment monitoring and verifications
• Collection calls and emails
• Cash receipts posting 
• Review of borrower agreements/amendments
• Preparation of borrower loan statements and computation of charges
• Posting of annual fees, collateral management fees, and due diligence via loan adjustment
• Preparation of client’s monthly rebate and commission calculation
• Submission of approved funding via ACH or wire

Credit & Underwriting

​Outsource credit & underwriting tasks for professional, efficient handling. 

• Collateral and Financial Underwriting
• Prepare pre screen memorandum
• Prepare reports showing credit line changes
• Update existing costumer write-up with credit rating
• Weekly receivables report
• Submit client’s orders for credit approval
• Consolidation of Management dashboard from client’s system

Credit & Underwriting

​Outsource credit & underwriting tasks for professional, efficient handling. 

• Collateral and Financial Underwriting
• Prepare pre screen memorandum
• Prepare reports showing credit line changes
• Update existing costumer write-up with credit rating
• Weekly receivables report
• Submit client’s orders for credit approval
• Consolidation of Management dashboard from client’s system

​US Tax Preparations

Save time & money, reduce stress, and get the best outcome by outsourcing U.S. Tax Preparation.

1. Federal Tax Returns 
   A. Corporate Tax Returns
        a. Form 1120S – S Corporation
        b. Form 1120 – C Corporation
        c. Form 990 – Organization exempt from Income Tax
   B.  Individual Tax Returns
        a. Form 1040
2. State Tax Returns Preparation

​US Tax Preparations

Save time & money, reduce stress, and get the best outcome by outsourcing U.S. Tax Preparation.

1. Federal Tax Returns 
   A. Corporate Tax Returns
        a. Form 1120S – S Corporation
        b. Form 1120 – C Corporation
        c. Form 990 – Organization exempt from Income Tax
   B.  Individual Tax Returns
        a. Form 1040
2. State Tax Returns Preparation

​​Start Making the Most of Your Business

With the help of VFP Business Support Services, Inc., you can rest assured that you are in the hands of experts when it comes to business process outsourcing. Our comprehensive range of services includes accounting and finance, portfolio management, operations, credit and underwriting, and U.S. tax return preparation. Let us help you streamline your business and reach your goals. Contact us now to learn more.

CONTACT US