Explore Services
Are your financial records resembling a daunting jigsaw puzzle? When you choose the Clean-Up Package, I step in as your financial puzzle solver. Imagine me as your dedicated puzzle-master, meticulously organizing, untangling, and arranging your financial pieces until they create a clear and coherent picture. With an eagle-eyed approach, I'll make sense of the chaos, ensuring that your books are in impeccable order. Once the puzzle is complete, we'll discuss strategies to keep your financial records organized moving forward, making tax season a breeze.
The Clean-Up Package
The Expert Package
Elevate your business with the Expert Package, where I step into the role of your strategic financial partner. As your virtual Chief Financial Officer (CFO) or Controller, my focus shifts to optimizing your financial leadership. From managing cash flow and implementing strategic financial plans to serving as your trusted advisor and problem solver, I'm here to lift the financial burden. Your passion is building your business; my role is to ensure its financial vitality. Think of me as your financial co-pilot, guiding you towards data-driven decisions that lead to lasting success.
The Fundamentals Package
If your business is seeking the essentials of financial management, the Fundamentals Package is tailor-made for you. Think of it as your business's financial foundation. With a keen eye for detail, I'll manage the basic financial functions necessary for smooth operations. From invoicing clients, tracking receivables, and handling payables to ensuring meticulous record-keeping and account reconciliations, I've got you covered. This package is perfect for small businesses seeking straightforward financial management without complex transactions.
The Holistic Package
Welcome to the realm of holistic financial nurturing! The Holistic Package is designed to provide you with a panoramic view of your business's financial landscape. Think of me as your financial wellness coach, offering a comprehensive understanding of your financial health. This package combines the fundamental, proficient, and leadership advisory services, allowing me to not only identify inefficiencies and improvements but also delve into the finer details often overlooked. Together, we'll cultivate financial prosperity and make informed decisions that drive your business forward.
The Proficient Package
Ready to take your financial management to the next level? The Proficient Package is your gateway to intermediate financial prowess. Picture me as your financial detective, diving into the intricacies of your financial statements and transactions. Beyond the basics, this package delves into project accounting, offering insights into project profitability by client or job. General ledger entries, prepaid expenses, and accrued expenses come under my scrutiny, providing a foundation for informed decision-making. Plus, we can craft a basic financial budget to align your business's vision with its financial reality.