FINANCE & ACCOUNTING YOU CAN COUNT ON
I am a licensed CPA with over 25 years of public & private accounting experience. I am passionate about helping small businesses grow. I want to take away the stress of worrying about your finances and accounting so you can focus on running your business. Your financial statements, success and growth are my priority.
Business Services
Fractional CFO & Strategic Advisory
- Roadmap & Planning: Data collection, analysis and identification of long-term business goals and objectives.
- Budget, Forecasting and Cashflow: Develop targets and prioritize initiatives. Prepare budgets and measure performance against expectations. Create forecasts and modify for business changes during the year. Provide cashflow management and monitoring.
- Business Analysis: Align pricing with customer behavior and company goals to drive revenue growth. Review direct and indirect costs to build sustainable profitable margins.
- Systems Assessment: Document and assess current-state finance and accounting systems and identify risks and opportunities for improvement.
- Employee Benefits and Insurance Policies: Apply financial insight to benefits and insurance strategies. Negotiate with benefits and insurance vendors and forecast financial implications.
Accounting & Bookkeeping
- Full-Charge Bookkeeping: Categorize and record transactions to increase accuracy and timeliness of financial information. Complete bank and account reconciliations to identify outstanding payments or receipts and resolve discrepancies timely.
- Financial Statement Clean-up: Review current financial statements and bring records up-to-date to agree with source documentation (previous tax returns, bank activity, etc.)
- Payroll: Process payroll and payroll tax returns. Pay contractors and timely file 1099 forms.
- Part-time Controller services: Implement processes and controls to assist in financial integrity and standardize practices to improve closing timelines. Maintain compliance and oversight of accounting functions and financial reporting.
Business Systems & Processes
- Business Systems & Process Assessments: Understand current systems and provide recommendations to improve efficiency and effectiveness of financial operations.
- Business Process Optimization: Minimize costs and maximize efficiency by optimizing processes working with cross-functional teams.
- Software Implementation: Assist with accounting software or ERP system implementations so that financial information is accurate, consistent and controls are in place for business growth.
Systems and Industries
- Quickbooks Proadvisor
- Netsuite
- Industries: Including, but not limited to, Manufacturing, Home Maintenance, Repair and Contracting, Telecommunications, Financial Services, Retail (DTC and B2B), and other Consumer Services.