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What kind of accounting services do you provide?
bookkeeping, accounting, financial analysis/reporting, startup consulting, finance and operational consulting, and invoice factoring.
What do you love most about your job?
I enjoy the challenge that each customer brings when they sign on as a client. Learning their business, why they chose to start their own business, and connecting with them to make sure they get a service they can trust.
Can you provide your services online or remotely? If so, please add details.
Yes, I have the capability of providing services online via Teams, WebEx, or Zoom as needed.
Bookkeeping Standard
A basic bookkeeping service that includes entering invoices and expenses, processing payments and credit card transactions, bank and credit card reconciliation, and collections.
Bookkeeping Plus
Offer includes everything with Standard, as well as managing payroll, month-end close, and balance sheet reconciliation.
Bookkeeping Premium
Offer includes everything in Bookkeeping Plus, as well as budgeting/forecasting, financial reporting, oversight of the finance function, strategic financial guidance, and participation in management/board meetings.
Business Startup Consulting
Supports management or founders to determine paths to success by consulting with key individuals within the business about operations and strategy, investigating business operations, collecting data, and conducting appraisals, discussing findings, proposals, and recommendations with management/founders, developing business plans, roadmaps, and goals that address key deficiencies and opportunities, providing insights and analyses when problems within the business arise, and navigating the business through the startup space, while enhancing competencies and development phases.
Finance and Operational Consulting
Supports and suggests methods of improving efficiencies regarding the value chain. This can range from analyzing and interpreting financial data for management reporting, developing and implementing cost reduction programs, optimizing business practices, and learning your specific needs to help achieve sustainable, inclusive growth.
Invoice Factoring
Invoice Factoring
Service that purchases unpaid invoices for a fee, providing cash in as little as 24-hours after the invoice has been processed. Benefits of invoice factoring include improving a company's cash flow, fast funding for businesses, risk of late or no payments falls on us, and easy approval.