Financial Management Simplified

Financial Management Simplified

Financial Management Simplified locationKingston, NY, Ulster

(7 Reviews)

I provide cloud-based accounting and bookkeeping services to small Not-for-Profits and small businesses. I am happy to work with new organizations/businesses to help design an accounting system, or I can help upgrade an existing system to meet current needs. I enjoy catch-up or "clean-up" projects as well. Finally, if all is set up and running smoothly, I can provide regular bookkeeping/accounting services, or just troubleshoot when issues/questions arise. I have a Certificate in Not-for-Profit Accounting from New York University and in a previous life was the Executive Director of a small non-profit.

  • 1 hire on
  • 1 hour average response time
Financial Management Simplified Reviews


Review of Financial Management Simplified by Roxanne Cowperthwaite
5 28/04/2018 Roxanne Cowperthwaite

Review of Financial Management Simplified by Fabricio PH
5 08/04/2018 Fabricio PH

A really positive experience.

Review of Financial Management Simplified by Augusta Palmer
5 02/09/2017 Augusta Palmer

Great vibe, cool teachers!

Review of Financial Management Simplified by Fabricio PH
4 28/08/2017 Fabricio PH

A really positive experience.

Review of Financial Management Simplified by Jocelyn Antoine
1 18/07/2017 Jocelyn Antoine

Review of Financial Management Simplified by Nina Dibner
5 24/05/2017 Nina Dibner

Review of Financial Management Simplified by Stephanie Mendez
5 15/05/2017 Stephanie Mendez

❤️this cozy place. friendly, diverse staff. great addition to the neighborhood!

Financial Management Simplified

Click to rate:

Financial Management Simplified Q&A

Company Q&A

What kind of accounting services do you provide?

I work with small non-profits, who cannot afford their own Finance Director, and Sole Proprietors, who need some help with their books. I can set up an accounting system or tweak and existing one to make it work better. If the volume of activity is small, I can do the actual bookkeeping on a monthly basis, or if it is larger, I can supervise the regular bookkeeping staff on a quarterly basis to keep things running smoothly. I can provide financial reports, help develop budgets, and work with your CPA on your tax returns. (I do not do tax preparation myself.)

Why is it so important for businesses to hire a great accountant?

Your business or organization accounting system is its financial backbone. It is incredibly helpful to have a well-designed accounting system to make keeping track of your money easy. It is also really important to keep the books up-to-date, so a good system and regular attention to it are a great investment.

What do you love most about your job?

Getting to know people, the nature of their businesses and organizations, and figuring out how to make their life a little bit easier by making it easier to keep their finances well-organized and clear.

What inspired you to start your own business?

I love organizing things and setting up systems to keep them organized. I like the flexibility of making my own ours. I like variety.

Why should our clients choose you?

I am conscientious and have high integrity, but am also fun, easy to work with, and good at explaining accounting in ways that everyone can understand.

Services provided by Financial Management Simplified



Design and set-up of accounting system in QuickBooks to 1) make keeping the books easy and logical; 2) produce helpful reports regarding the financials. End-of-year clean-up and reconciliation to prepare your books for your tax accountant (or for you to file taxes yourself).

Work history from Financial Management Simplified

Work History

Executive Director

Neighbors Helping Neighbors

From November 2005 to August 2009.

Executive Director of a Not-for-Profit Organization with a budget of @$500,000 and funding from federal, state, and private sources.


Accounting system design for sole proprietor law firm

Redesigned and upgraded the accounting system for a lawyer in private practice so he could accurately track Retainers and charge-back expenses. The new system has eliminated many headaches and much stress.

Accounting System design and set-up

Developed a system in QuickBooks for a small project whose Fiscal Sponsor could not provide accurate reports of funds. Not only was the organization able to track its money and correct inaccuracies in the Fiscal Sponsor's books, it was able to budget effectively for the first time and provide accurate financials to funders.

  • 1 hire on
  • 1 hour average response time

Find companies like this!

Whatever your requirement, Bark will help you find local companies like Financial Management Simplified.
Just post your project to Bark and we'll find the most suitable companies for you.

Are you sure that you want to leave?