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ACCOUNTING / BOOKKEEPING 

Accounting Services

I specialize in assisting small business owners increase profit by providing precise bookkeeping.  My goal is to make sure you are confident about your numbers.  You will get practical insights that will enable you to make smart decisions for your business. I will teach you how to understand your numbers, assist in planning for the future and be there to answer all your questions.   Let’s explore strategies for enhancing your business’s success without breaking the bank. 

Fractional CFO

A full-time CFO may not be the right fit for your company.  As a Fractional CFO, I offer flexibility for your business.   

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Contact me for a free consultation. I can help you improve decision-making, clean up and organize data, look for growth opportunities, increase profits, help you understand your financial statements, and complete your monthly close in days not weeks.  

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Monthly Bookkeeping

Managing your daily tasks to handling reconciliation, we have your covered! Plans begin at $300/month.

Financial Statements

The Entrepreneur / Small Business Owner Reporting Package

Income Statement (P&L) Current Month, Year to Date, Balance Sheet, and Accounts Receivables Aging

Subscription Services

Reach out for a customized solution designed around your requirements!

2023 Tax Clean Up

We can get you ready to file.  Pricing is $75 per hour.  Most companies are ready in less than 8 hours. 

 

We can file your 1040 for you and take all fees out of your refund.  No out-of-pocket costs to you if you have a refund.  

QuickBooks Wholesale Pricing 

As a QuickBooks Pro Advisor, we can offer you special pricing that never expires.  You know what I am talking about if you purchase your QuickBooks directly from Intuit. â€‹

Add On Services

Weekly Cash Report detailed snapshot of cash on hand, expected cash requirements, current liabilities (AP), cash collected, and aged receivables (AR). Know each week how your cash is flowing.  Cash is king!  

Custom charts, graphs, and metrics are designed to meet your needs.

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