I can help you with that. Are you a small business that is growing and things are getting more complicated and need help with your books? Are you an established business and find that you are spending more time on bookkeeping work than time doing what makes you money? Whatever stage of business you are in, I have the skill and expertise to help you organize your income and expenses, provide valuab
le insight into where your money is going, and help you formulate a plan to keep more money in your business and grow your business at the same time. For new startups I can help you:
• Set up QuickBooks the right way for your business
• Provide training on how to use QuickBooks for day-to-day transactions
• Set up reports that you can run whenever you need them
• Review your books on a monthly, quarterly, or semi-annual basis to make sure you are making the most of the program and getting value from it.
• Get your books ready for tax time
For existing businesses, I can help you:
• Streamline processes to save you time and money
• Process payroll, sales tax returns, payments to vendors, invoicing to customers
• Review your books and create management reports with helpful insights into your spending and cash flow, to keep more of the money that you earn
• Provide financial reports that can be used to secure loans from banks, or provide existing stakeholders with financial results
• Provide training on how to optimize QuickBooks for yourself and your staff
• Support integrations with various outside platforms (such as POS systems, etc.)
• Clean up your books and set you on the right path for success
• Review your books with a forensic eye to identify anomalies
My success as your partner is measured by your success. I am here to help YOU understand how your business is doing and provide valuable insight into how you can unlock more time and money to grow your business into what you have always dreamed it can be. With over 20 years of experience in working with small businesses such as doctors, lawyers, agriculture, retail sales, service industry, non-profits, charter schools with state and federal grants, and a multi-million-dollar international event company, I have seen what makes a business grow and what can make a business fail. My eye for detail, expert analysis and commitment to excellence has helped many businesses thrive and succeed. How can I help you?
