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Individualized CFO, Accounting and Bookkeeping services tailored especially for your business needs. Specializing in strategic planning, reporting and analysis for financial growth and expansion for service focused businesses.
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What kind of accounting services do you provide?
Monthly and Quarterly Bookkeeping with Reconciliation, Payroll, Financial Statements, Business Planning
Why is it so important for businesses to hire a great accountant?
To ensure that you are on the right path towards tax time.
What do you love most about your job?
What I love most about my work is the ability to help business owners, by supporting and collaborating with them to address their needs.
What inspired you to start your own business?
The freedom to work on my own time without the constraints of being tied to an office.
Why should our clients choose you?
I value my clients and their businesses. There is no one-size-fits-all in bookkeeping. I tailor my services to the individual client and their needs.
Can you provide your services online or remotely? If so, please add details.
I am a full-service Virtual Bookkeeper so all of my business is done on-line, remotely. I do offer in-office visits to those clients that are local to me.
What changes have you made to keep your customers safe from Covid-19?
Working virtually has given me the ability to stay healthy to be able to support my clients without any disruption to my services.
Compliance Bookkeeping
We can manage all of your accounting from monthly reconciliation of your bank and credit card accounts, accounts payable and account receivable, to job costing and invoicing. We generate all appropriate and requested reports to deliver and discuss during our regular scheduled meeting.
Catch-up and Clean-up
If your books haven't been kept up to par, we can help you get them cleaned up and ready to deliver to your accountant for tax season. Catch-up services are offered when going back to a certain point in time to start with a clean slate. As an example, you started your business in January but haven't done any bookkeeping and want to get started in October. We will go back and start from the first date of opening.
Payroll
We offer weekly or biweekly payroll options for your business and will also file your payroll taxes for you.
Fractional CFO and Consulting Services
We tailor our Fractional CFO and Advisory services to fit the needs of our clients and their business. We work closely with you to efficiently meet the financial challenges that come with running a business. Our 20+ years of business experience helps us guide you through your short and long-term goals.