Services

the present + the past - Record/report

Overseeing, operating and improving your accounting system (probably, but not exclusively, QuickBooks Online) to ensure it works efficiently and effectively and is taking advantage of the latest add-ons. Your system will generate highly reliable financial statements, meaningful, insightful management reports and data driven analysis for assessing and running your business.

Payables and receivables management, account reconciliations and even complex client billings.

Ongoing external reporting requirements.

Preparation and completion of trusted and reliable year-end financial statements for your Tax CPA.

Given the latest technology I believe in harnessing the power of cloud-based accounting, SaaS, POS and other software solutions and their integration into your accounting system to produce timely, insightful and vital financial and management reports.

the future - projections

Cash flow is the lifeblood of your business and cash flow projections are essential to your company’s future well being.

Understanding your business incomings and outgoings and projecting your future cash position is an essential tool I provide to help in managing your business. This will be in combination with periodic budgeting, forecasting and financial modeling and examining and monitoring of your overall business goals and strategic objectives.

RFP’s for new and existing clients, client job estimates, annual client budgets and reconciliations are other important projects I can help you with as you look to expand and grow.

other - consulting + advisory

While operating primarily remotely I’ll be in regular contact via email, zoom, phone and text. Periodic face-to-face meetings are recommended too!.

Reviewing, monitoring and integrating technological changes in accounting and operational reporting systems to better and more efficiently serve your management needs.

Other business management services may include consulting on: SaaS solutions for various admin and operational functions, asset leasing and acquisitions, financing options, business structures and expansion, certain HR and IT issues, review of legal contracts, various operations analysis etc….

Marketing consulting and identification of potential new clients and areas of growth.