Tailored Financial Solutions
I provide tailored solutions that meet the unique needs of your business. From general accounting to financial planning and analysis, I provide the highest level of service designed to help small businesses grow and thrive.
Accounting & Bookkeeping
Accounting services ensure accurate financial records and compliance with all regulations, giving small businesses peace of mind and enabling them to make informed decisions.
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General bookkeeping
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Data entry
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Invoicing and bill payment
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Provide timely month-end close
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Review of general ledger for accurate transaction postings
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General Ledger cleanup
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Account reconciliations to ensure accuracy and reliability
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Bank and credit card reconciliations
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All balance sheet account reconciliations as applicable
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Fixed assets and amortization/depreciation
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Sales & use tax review and remittances
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Payroll processing
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Processing of quarterly payroll taxes
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Audit ready documentation
Financial Planning
Through detailed financial planning, we assist small businesses in setting clear financial goals, managing resources efficiently, and securing a strong financial future.
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Financial reporting: Income Statement (P&L) and Balance Sheet
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Cash flow statement
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Consolidation reporting
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Custom financial reporting
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Job/project costing models to better understand profitability
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Develop and implement internal controls
Business Analysis & Consulting
Specializing in providing in-depth business analysis to small businesses, offering insights and recommendations for enhancing financial performance and achieving long-term stability.
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Budgeting and forecasting
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Collaboration with your tax professional
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General business compliance
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Business consulting