My Services
Client Accounting Services
I am here to assist you in the manner that works best for both you and your company’s unique needs and objectives.
Beyond basic record-keeping to provide insights, strategic advice, and tailored financial solutions that help you make informed decisions. Additionally, this allows businesses to access professional accounting expertise on a flexible basis, often resulting in cost savings, improved financial accuracy, and better business decision-making.
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
Bank Liaison
401k Compliance
*State and Local Tax or SALT work is crucial for businesses because state and local taxes can be a significant portion of their overall tax burden. Navigating the diverse and sometimes conflicting tax laws across different jurisdictions requires specialized knowledge and expertise. Effective SALT management helps businesses avoid penalties, reduce tax liabilities, and ensure compliance with all relevant tax laws. I assist with:
Compliance: Ensuring that all state and local tax returns are filed accurately and on time. This includes calculating tax liabilities, collecting necessary documentation, and managing payment deadlines.
Nexus Analysis: Determining whether a business has sufficient presence or "nexus" in a state to be subject to its taxes. This is especially important for businesses that operate across multiple states, as nexus rules can be complex and vary by state.
Sales and Use Tax Consulting: Helping businesses manage their sales and use tax obligations, including determining taxability of products and services, and managing exemption certificates.
Sales and Use Tax Consulting: Helping businesses manage their sales and use tax obligations, including determining taxability of products and services, managing exemption certificates
While bookkeeping is foundational aspect of this level, Client Accounting Services, provides a more extensive suite of services that helps businesses not just maintain their books, but also leverage their financial data for growth and strategic planning.
Fractional CFO
A Fractional CFO (Chief Financial Officer) is a part-time or temporary CFO who provides financial expertise and leadership to a company on a fractional basis. Instead of working full-time for a single organization, a fractional CFO typically works with multiple companies, dedicating a portion of their time to each.
Businesses, particularly small to mid-sized companies, often hire a fractional CFO to gain access to high-level financial management without the cost and commitment of a full-time executive. Responsibilities may include:
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
This arrangement allows companies to benefit from the expertise of a seasoned CFO at a lower cost than a full-time hire, which is particularly valuable for businesses that may not require a CFO's services on a full-time basis.
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.
Accounting Software Implementation
Recording financial transactions in ledgers
Managing invoices and receipts
Reconciling bank statements
Maintaining accurate records of income and expenses
