Accounting + Advisory: Service that goes beyond the numbers

Accounting

Clean, accurate books without the stress
I’ll take accounting tasks off your plate; you’ll have fewer sleepless nights and spend more time doing what you enjoy – working on your business instead of in your business.

I’ll handle the monthly, quarterly, and year-end accounting and bookkeeping for your organization. Cash or accrual basis, I’ll tackle those entries – bank transactions and reconciliations, sales tax filings, year-end 1099s, journal entries, invoices, bills, and provide accurate financial reports when you need them.

Need some help with catch-up or clean-up of your books before tax time? Let’s talk about how I can do that for you.

Advisory

Turn those numbers into clear financial insights for informed decision-making
Let’s build a strategic partnership where you will get the guidance, advice, and insight into your financials that will help you to make those important business decisions. Think budgets, projections and forecasts, costs and cash management, tools and applications, and other analytical reports with the information you need.

Coaching + Consulting

Advice you can count on
Let me support and teach you how to think about and organize your business finances in a way that is easy to understand and focuses on the unique needs and profitability of your business. I’ll develop training and processes for ongoing use, provide insight into selecting and setting up an accounting system or work on a special project when you need it. Support and expertise for those areas where you need help.