Whether you need assistance with set-up, catch-up or clean-up of your financial foundation, I can help. As a Certified Public Accountant with over 15 years of experience, I understand what questions need to be asked, the documentation that needs to be kept, how transactions need to be recorded and what internal controls should be implemented.

 

Financial foundation building, maintenance and restoration covers services like:

 

       Designing systems for maintaining well-organized records.
       Selecting & implementing the appropriate accounting system.
       Catch-up or clean-up of an existing system.
       Bookkeeping, such as preparation of bill payment,

        categorization of cash receipts and payouts, checking and

        credit  card account reconciliations, loan balance reconciliations

        and sub-system interface to the accounting system, always

        applying a rigorous attention to detail.
       Payroll processing, depositing or interfacing to the accounting

        system.
       Training. No matter what accounting system you’re using,

        on-site training is available to ensure your accounting system is

        working efficiently. Mistakes in this arena can be costly and can

        lead to required duplication of work.

 

If your business uses or would like to use QuickBooks ®, as a Certified ProAdvisor, I understand how the program works and the common errors users make. I can train you and/or your staff how to enter transactions efficiently, document procedures to avoid mistakes, and to fully utilize the reports available to make decisions. Alternatively, you can hire me as a member of your team. Your QuickBooks company file will be maintained so you can feel confident that when you run reports they are accurate, timely and consistent.

Clients are pleasantly surprised to learn that they can hire me to complete their routine accounting functions for about the same cost as hiring a part-time employee. Additional benefits of my performing these services for your business include:

 

       Confidentiality – to me, financial privacy is paramount.
       Internal control – separation of duties, verification.
       Consistency – eliminate costly employee turn-over.
       Affordability – eliminate benefit and other employment costs.

 

If you are already loyal to existing advisors, I can work with them through-out the year to ensure that your accounting transactions are adequately supported, are consistent and are in accordance with the basis of accounting desired or required for your business. As a qualified professional, I can spot and alert you to possible tax savings for discussion with your advisors as your business changes.