I take a holistic approach to my clients accounting needs providing more than just your average bookkeeping services. My goal is to take the stress out of the accounting side of your business so that you can focus on the operations and increase your income.
BUSINESS ASSESSMENT
This comprehensive service involves mapping out your current systems and business practices. During the assessment I review prior tax filings, current financials and your current accounting software. I follow this with a sit-down meeting (face to face or via computer) which will allow me to document your business practices in order to determine what areas need improvement and/or implementation. I follow up with a report of all areas that need addressing and a plan to implement these changes.
CFO CONSULTING
I offer advisory and mentoring services to fellow CFO and C-Suite executives in a broad range of industries who are looking for direction on next steps or simply need a sounding board. I use my broad range of diversity of clients and depth of experiences to assist them.
FRACTIONAL CFO SERVICES
I offer clients CFO services without the commitment of a full time employee. Engagements may be either project based or long term services that include being part of a client’s executive team and taking responsibility for the financial health and financial outlook of the company. I can oversee the following departments: accounting and reporting, financial planning and analysis, legal and risk, taxes, and depending on the size and the industry, assist in overseeing human resources, payroll and information technology.
OTHER ACCOUNTING SERVICES
Organization and “clean up” of accounting records to facilitate proper accounting
Accounting software assessment, procurement and set up
Bookkeeping Services
Payroll set up/ prep and tax filings
Liaison between Client and Tax Preparer
Sales Tax report prep and filing
Business profitability review
Records Retention training
OTHER BUSINESS SERVICES
Insurance audit report prep
Contract and lease review
Contract /lease negotiator
Franchise agreement review
Assistance in obtaining competitive banking, credit card processing and investment firms
Marketing review and assessment
Debt reduction/ management planning