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I am a CPA with a passion for small businesses. In the past 8 years, I've helped hundreds of companies scale and grow from all stages. I enjoy working directly with business owners to give them clarity on their business, help them achieve their business goals, and be a true partner they can lean on for advice and feedback.
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What kind of accounting services do you provide?
We provide all accounting services, including bookkeeping, bill pay and invoicing, as well as CFO level services. We focus heavily on using the latest and best technology on the market (vetted through years of experience and trial and error) to streamline and simplify our customers' accounting and finance operations. This provides our clients better information and guidance to drive great decision making.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant is extremely important, as they will be part of your core team to help you scale and grow your business in the most profitable way. A good accountant will be a true partner, looking ahead and providing advice and guidance so you are best positioned to achieve your business goals.
What do you love most about your job?
I enjoy bringing clarity and peace of mind to the business owners we work with. We achieve this by working closely with our clients through the onboarding process, and ensuring that we understand all the nuances of their business. Soon after working together, our clients usually tell us they feel more optimistic, positive, and less stressed about the state of their business. They they have more transparency into their business and confidence things are getting done correctly and on time.
What inspired you to start your own business?
While working in public accounting as well as in house accounting for several large companies, I noticed that smaller companies did not have access to the same high level of technical expertise as larger companies with internal accounting and finance departments.
I started this company with the fundamental belief that small and medium sized businesses deserve better. With the right technology tools, we can offer a large array of accounting and finance services, tailored to small and medium sized businesses at accessible price points.
Why should our clients choose you?
We aim to truly partner with our clients from day one, and look out for their best interests as they grow, scale, pivot, and go through all the challenges that any business goes through. This applies across all of our services, from bookkeeping to strategy and consulting. We focus heavily on technology and automation in our work, and can advise on best practices across many industries.
Can you provide your services online or remotely? If so, please add details.
Yes, our services are exclusively provided online and remotely, and we use the best technology and systems to ensure this is the best experience for our customer and for our team.
Bookkeeping
Our boots on the ground bookkeeping services are designed to give you peace of mind and confidence that your day to day accounting is done correctly, on time, and reviewed by an experienced accountant on an ongoing basis. We capture all your transactions timely, reconcile your bank and credit card accounts, and use a team approach with custom workflows to ensure that any nuances of your business are properly captured.
Accounting
Our GAAP accrual based accounting services ensure your financials properly reflect the timing of your revenues and expenses. We utilize detailed schedules to close your books each reporting period, analyze one off transactions, book necessary journal entries, and ensure the end result properly reflects your operations.
Bill Pay
Our bill pay process will capture and pay all your bills timely, as well as keep your payment information secure. We utilize the latest cloud based software that integrates across several accounting platforms, and ensure you approve all bills before payment.
Invoicing
Free up your time by having a dedicated team handle your invoicing. We create a custom workflow with your input, capturing all complexities and unique attributes of your process, while layering on the latest available automation and technology. You get your time back, plus a process that can scale and grow with your business.
Financial Reporting
Our team will produce accurate, GAAP based monthly or quarterly financial reports for your team, investors, stakeholders, banks, etc. so you always have the most up to date reports ready for any request.
Accounting Cleanups
Whether it's a few years or a few months of transactions, our team is ready to tackle the most complex cleanups. During this process, we take the time to clean things up the right way and provide you the correct historical perspective on your financials.
Accounting System Migration
As your business undergoes changes, it may be time to migrate or change your accounting system. We can help with each step of the way. We fully handle migrations to Quickbooks Online and Xero, making sure this is a smooth and painless process for you. During any accounting system migration, we take a close look your processes to consolidate, simplify and automate as much as possible.
Budgeting
Budgets are important to keep your business on track, but they are also incredibly helpful when raising capital or looking to take out a loan. Our team will help you create the right budget for your business and help you stick to it.
Forecasting
Our team will review your actual performance against your budget, investigate large variances, and reforecast your performance for the rest of the year. This dynamic forecasting method allows you to quickly identify issues and be strategic and intentional in your decisions.
Process Automation
If you feel like some tasks are taking too long, you are probably right. Let us review your current processes and work flows, and work with you and your team toward automating them. Through years of experience, we have vetted some of the best technologies on the market and can customize the perfect solution for you.
Cash Flow Planning
Our cash flow planning services allow you to know when and where your cash needs will occur so you can be prepared to meet those needs with the right funding strategy. Once we identify a need, we can also help you get funded via a loan, line of credit, or cash collection acceleration method.
Multi Dimensional Accounting and Reporting
As your company scales and grows, it usually grows in complexity as well. Using the right tech stack, we can capture and categorize your data across your locations, products, projects, business lines, etc. This allows us to zoom in and analyze the end results, glean strategic insights, and gain incredible competitive advantages.