Stand in the confidence of where you are and where you're going with financial clarity.
Services
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Monthly Accounting
With Monthly Accounting Services, I’ll take care of the monthly expense and revenue review, leaving the bill pay and invoicing in the hands of the client. Services also include monthly account reconciliation to ensure everything is in balance.
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Full-Service Accounting
Outsource your accounting and back office needs to free up your time for business growth. Services include, daily, weekly and monthly functions from bill pay and customer invoicing, to biweekly payroll, month-end reconciliation and financial reporting.
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Annual or Year-End Accounting
Does your business ownership structure require an annual review or audit? No problem! I’ll assist with audit, tax, and review needs. From 1099 preparation to revenue and expense allocation for partner ownership, my goal is to organize your books and workpapers to reduce audit and tax fees.
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CFO Services
Not ready to add CFO to your payroll? Let me help with all the business accounting needs as well as the high-level strategic planning. CFO Services include annual budgets, cash analysis, monthly strategy calls to review financial results, business goals, and discuss potential growth areas
How it works
Consultation
This is where we’ll discuss your business needs, goals and objectives, and create a customized plan.
Onboarding
All necessary documents and information will be requested, so I can get you organized and up to date.
Accounting Services Begin
I’ll handle all of your bookkeeping and you’ll receive a monthly summary email from me.