Everything begins with getting to know YOU
and your business and personal goals
Everything I do begins with getting to know you first and the passion behind your financial numbers. From there, I can offer insights specifically for your organization.
- Evaluate the “fit” of financial software solutions for your goals and needs
- Financial performance improvement analysis
- Hiring and training your in-house financial team
Want to minimize risk in business compliance?
- Business review / financial wellness exams (annual, quarterly, or monthly)
- Federal income tax reporting
- Sales tax reporting
- Facilitate and respond to external audits
- Business insurance
- Regulatory compliance
- Chart of accounts and general ledger supervision
Accounting & Bookkeeping
Want to monitor the financial health of your business?
- Accounts Payable/Accounts Receivable
- Monthly entries
- Financials (monthly, quarterly, annual)
- Bank reconciliations
- Fixed assets
- Sales tax
- Year-end 1099’s
- Year-end tax preparation
Commercial & Office Space Expansion
Congratulations for growing your business to this decision point!
Now you need to answer whether the numbers make sense to financially support this investment and will this investment support your long-term business goals?
- Real estate scoping
- Executive suites
- Coworking space
- Event facilities
Your financial management team is essential.
When hiring staff for these positions, I can help save you time and find the best qualified candidates from the stack of applications. I know what to look for in their resume and the kind of support your business needs in this area.
Payroll & Benefits
- Payroll (service or in-house)
- Tax filings
- New hire and terminated employee paperwork
- Employee Benefit Administration (health, dental, wellness, 401(k), COBRA)
Get complete control over the financial health of your organization. Go from cashflow crunch to confident data-driven decision-making.