Services

Bookkeeping

I know how important it is to ensure your business financials are in order. I can keep your books up-to-date with accuracy, giving you the consistent financial clarity needed to make key business decisions. My services include, but are not limited to, the following:

  • Accounts Payable - manage bills and pay vendors on time

  • Accounts Receivable - invoice your clients consistently and accurately

  • Expense Management - ensure your expenses are categorized correctly

  • General Bookkeeping - consistent and accurate transaction entry

  • Account Reconciliation - balance all necessary accounts at each period end

  • Customized Reports - provide reports to key individuals, customized to meet their needs, including anything from cash flow analysis to profitability reports

  • Tax Accountant Collaboration - working with your tax accountant at fiscal year-end to ensure your taxes are filed accurately and on time

CFO Services

Business owners often need assistance with more than just bookkeeping. I can partner with you to help your business become financially strong and sustainable. My services include, but are not limited to, the following:

  • Annual Budgeting - Whether you’ve budgeted every year, or you desire to set a budget for the first time, I can assist you in formulating a budget that is reasonable and nuanced.

  • Monthly Budget Analysis - A key part of financial clarity is understanding where you may be overspending. I can help you analyze your monthly actual spend vs budget so you can catch variances early and make adjustments at any time.

  • System and Policy Design - I can help create financial policies, systems and processes that meet your ideal workflow and team dynamics. Having these systems and policies formalized is key to business efficiency and sustainability. We can create anything from systems for invoice approval to Standard Operating Procedures or we can simply help your team to submit expense reports.

  • Strategic Decision-Making - As I learn your priorities and become deeply involved in your finances, we can collaborate to make strategic financial decisions together.

Financial Consulting

I can provide assistance for a variety of other one-off or repeat needs for you and your business. Some examples include:

  • Financing - I can assist you through the process of mapping out and obtaining financing for your current business or for additional ventures

  • Business Planning - We can explore together and critique future business plans as you seek to grow or pivot as your needs change. Responding to current challenges with proactive planning sets your business up for long term success.

Pricing

For most services, I do not charge by the hour, but will instead provide a customized quote for my fees. I will work with you to build a custom service package that meets your needs, without overpaying for things you don’t need.