“Help!” “I don’t know where to start.” “Everything is such a mess!” If you have found yourself saying one or all of these, then this offering is for you. Imagine your books are like a 1,000 (or you pick the number) piece puzzle that needs to be sorted and put together to make a beautiful picture. That is exactly what I do for this offering. I’ll dive in headfirst; unwind, sort, and get your books organized so you and your tax professional can understand your financial picture. Once organized, we can discuss what the best method is for you to maintain your financial records going forward.

This is my most popular offering and my favorite way to support my clients! I’m able to get in and see the whole picture to help you achieve the most financially healthy, successful version of your business. This package includes the fundamental, proficient, and leadership advisory offerings. The whole picture view allows me to create process efficiencies or fix process breakdowns as well as the capability to understand the often-overlooked minute details when it comes to financial reporting and analysis.

This package provides the basic financial functions required to run a business. Think cash in, cash out, and “Did I capture everything?”. Cash in (Accounts Receivable) tasks may include generating and distributing client invoices, answering any follow up questions clients may have, following up on past due receivables, and applying cash receipts to close the invoice. Cash out (Accounts Payable) tasks may include entering bills into the financial system, selecting bills for payment, disbursing payments, and filing 1099 forms. “Did I capture everything?” tasks include performing account reconciliations and a basic financial statement review. This package is best for small businesses that do not have complex transactional activity.

This provides you the intermediate financial functions required to run a business. You have the fundamentals down but are looking for some expertise to help dive in and analyze. This package is best for the businesses who are looking for the next step in understanding their financial statements by implementing project accounting and general ledger entries. Project accounting enables a business owner to view project profitability by client or by job (if you have multiple jobs for a client). General ledger entries include prepaid and accrued expense entries that create month over month consistency to help drive informed decision making. This package may also create a basic financial budget.

This package provides the superior financial leadership, think Chief Financial Officer (CFO) or Controller, required to run a business. This package is best for businesses who are looking for assistance managing cash flow and developing, implementing, and overseeing a long-term strategic financial plan. Additional tasks include acting as a trusted advisor, mentor, negotiator, and problem solver for your business. As an acting CFO/Controller, my role is to take care of your business’ financial needs so you can focus on what you are passionate about. Your passion is what built your business. Since the financial components support your business, I want to alleviate your need to be in the financial details while helping increase your financial acumen as CEO of your company so you can make the right, data-driven decisions.