Services

Bookkeeping and Monthly Close

I offer full transactional services: Data entry, data analysis, accounts payable and accounts receivable management. I can set up your company’s books if you are a new business or non-profit entity or clean up your chart of accounts and books if necessary. I make sure your books are accurate and clean. Each month, I will reconcile your bank accounts and make month-end closing entries.

Dashboard & Financial Reporting

I will track all your relevant finance KPIs, allowing for effective cash management, and enabling you to track expenses, revenue and profit/net income in detail to meet and outperform financial objectives.

I will prepare and issue finance reports for periodic management review. I am experienced in preparing and presenting financial data to executive leadership and Boards of Directors.

Budgeting & Cash Flow Projection

I can create budget templates specific to your entity, advise and assist with their preparation, input the budget information into your accounting program, and issue reports of budget vs. actual. I will help you manage your cash flow via projection reporting.

Payroll & HR Oversight

I will manage the accounting side of payroll and provide HR oversight, helping you select the most appropriate payroll provider. I can aid in the analysis and selection of annual benefits packages and the transition to new plans for health benefits, retirement benefits, etc.

Process Improvement

I analysis your accounting pain points and bottlenecks and recommend and institute new or improved processes. I will insure you have the adequate and appropriate internal controls in place to protect your company or organization and meet financial audit requirements.

Training & Mentoring

I have vetted and trained accounting assistants, accounting managers, and office managers. I have mentored new finance directors and can advise and assist your in-house accounting staff upon request.

Audit Prep

I have been the lead on audit preparation for several non-profits. Preparation for the annual audit requires organization, knowledge and attention to detail. My work has been consistently praised by auditors as thorough, accurate, and organized.

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