I work with small businesses and organizations to help position themselves for growth. By focusing on your accounting and finance function, I will save you time and energy to concentrate on the important day-to-day items. As a trusted advisor, you can collaborate with an experienced professional with industry specialization and develop your business. From core accounting and finance functions to strategic consulting, I can help.

Challenges You Face

Most organizations contend with limited resources and expanding demands. As your needs change over time, it will be challenging to meet those requirements with your existing resources.

Do you struggle with in-house turnover? Do you not know the difference between a debit or credit? Does advance revenue recognition not make sense? Is basic cash flow management keeping your company from taking the next step?

Your challenges’ also may be industry specific. Non-profit organizations may need help with fundraising and 990 filings. Startups may need help with budgeting, forecasting, and cash flow management. Small businesses may need help with growth initiatives, internal controls and general ledger accounting.

How We Help

These problems can affect your short and long- term health. Your finance and accounting function should do more than just process transactions and produce financial reporting.  It should produce insight and drive the actions that will impact your organization’s operations and profitability.

As your trusted advisor, we start by listening and asking you questions. You will also ask us questions. Through this dialogue, together we’ll identify where your needs align with our broad spectrum of outsourced solutions.

Below are some service packages I provide, however, every client is different and I work directly with you to set you up for success.

Bookkeeper

  • Accounts payable
  • Accounts receivable
  • 1099 set up & management
  • Bank reconcilation
  • Basic QuickBooks manangement

Senior Accountant

Bookkeeper services including:

  • Standard financial statements
  • Fixed assets reconciliations
  • General ledger management
  • Intermediate QuickBooks management

Controller

Senior accountant services including:

  • Internal controls set up & integration
  • Cash flow management and planning
  • Custom management reports
  • Advanced QuickBooks management
  • Inventory management and implementation

CFO

CFO services including:

  • Annual, quarterly, and monthly budgeting and forecasting
  • Develop and analyze key performance indicators (KPI’s)
  • Manage and maintain banking relationships
  • Board meeting presentations
  • Strategic planning