Services
Supporting your business with accurate books, the right systems, and strategic financial insight.
Accounting & Bookkeeping
Strong financial decisions start with accurate records. I go beyond simple data entry by applying accounting knowledge to ensure your transactions, accounts, and reports are reliable. Whether you need ongoing monthly accounting or help getting caught up, I’ll deliver clarity and confidence in your numbers.
Services include:
Accounting Cleanup & Catch-Up: Bring past-due books current, correct mistakes, and establish accurate, properly organized records for the future.
Accounts Payable Tracking: Record and monitor vendor bills and payment status
Accounts Receivable Tracking: Accurately track invoices and payments to show what’s owed
Expense & Revenue Categorization: Ensure all transactions are classified correctly
Account Reconciliation: Verify balances and catch discrepancies at period end
Customized Financial Reports: Cash flow, profitability, and other reports tailored to your needs
Year-End Preparation: Provide a complete year-end report of your financials so your tax accountant has everything needed to file quickly and cost-effectively
Systems & Technology
The right financial tools save time, reduce errors, and keep your business organized. I help identify, set up, and optimize systems tailored to your needs so your processes run smoothly and your data stays reliable.
Services include:
Accounting Software Setup: Implement and configure platforms like QuickBooks or other systems suited to your business
Workflow & Process Design: Build efficient systems for approvals, expense reporting, and daily financial tasks
System Integrations: Connect accounting with other tools you use, ensuring data flows seamlessly and accurately across platforms
Standard Operating Procedures: Document clear policies to keep your team consistent and efficient
Technology Recommendations: Evaluate and recommend software or tools that best fit your business goals
CFO & Strategic Planning
Accurate books are only the beginning. I provide forward-looking insight through budgeting, forecasting, and financial analysis, helping you plan with confidence and make informed decisions that strengthen your business long-term.
Services include:
Annual Budgeting: Build realistic budgets that align with your business goals
Monthly Budget Analysis: Compare actual results to budget to identify variances early and adjust as needed
Financial Forecasting: Project future revenue, expenses, and cash flow to guide decision-making
Strategic Decision Support: Evaluate major business choices with clear financial insight
Financing Guidance: Assist with mapping and planning for loans, funding, or growth opportunities
Business Planning: Provide financial perspective as you refine or expand your business strategy
Pricing
I believe financial services should be clear and predictable. While some projects may be billed hourly, most of my work is offered through customized service packages designed around your business needs. This ensures you receive the right level of support without overpaying for services you don’t need. My goal is to provide pricing that is transparent, flexible, and aligned with the value I bring to your business.