Accounting and consulting services centered on making your company more efficient so that you can do what you do best.

What I offer:

Fractional CFO

Gain access to high-level financial management without the cost and commitment of a full-time executive.

  • Financial strategy and planning

  • Budgeting and forecasting

  • Financial reporting and analysis

  • Cash flow management

  • Risk management

  • Provides financial insights to support business decisions

  • Includes all Client Accounting Services

Client Accounting Services

Beyond basic record-keeping to provide insights, strategic advice, and tailored financial solutions that help you make informed decisions.

  • Management of bookkeeping tasks, reconciliations and month end close in preparation for financial statements

  • Preparing financial statements

  • Financial reporting and analysis

  • Management of payroll processing

  • State and local tax preparation and planning

  • Budgeting and forecasting

  • Consulting on financial strategy and business growth

  • Implementing and managing accounting software and systems

Bookkeeping

The process of recording financial transactions on a day-to-day basis. A primarily transactional service that focuses on ensuring financial data is accurate and up-to-date.

  • Recording financial transactions in ledgers

  • Managing invoices and receipts

  • Reconciling bank statements

  • Maintaining accurate records of income and expenses

Schedule a free consultation

I would love to discuss how we can effectively enhance the success and overall efficiency of your business operations by working together. Click the button to schedule a free consultation.