Services
My mission is to provide the most efficient, timely, and accurate bookkeeping, accounting and remote CFO services possible. With years of professional experience I can help your business to prosper and grow with confidence in your accounts.
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I offer remote business and training services throughout the United States and select overseas countries.
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My services can be tailored to meet your business needs. I also offer services to new business owners looking for help in setting up their business - such as organizational structure, local agency compliance, and registration. I coach businesses in proper business practices, understanding their financial reports, budgeting and forecasting, and implementing procedures to assist in business growth.
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I also offer coaching on managing personal finances and reducing debt.
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Whether you have a new business or an existing business, schedule a free consultation so we can chat about ways we can help your business grow.
These are some of the areas currently serviced:
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QuickBooks set up and training.
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Data entry, accounts receivable and accounts payable.
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Customer invoicing and statements.
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Bank account reconciliation.
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Month end reconciliations and review.
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QuickBooks clean up for current and prior years.
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Financial report preparation (monthly, quarterly, annually).
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Regular account review (monthly, quarterly).
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Budget and forecast preparation.
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Prepare files for your tax accountant, run 1099's.
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CFO services such as gross margin analysis, pricing, overhead, cost allocations and more.
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Audit preparation
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Partnership with payroll and tax accounting professionals.
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My current clients include medical doctors, real estate agents, importers, musicians, retail establishments, artist studios, construction companies, industrial supply businesses, health practitioners and studios, academic professionals, lawyers, property developers, educational services, and many more.