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Our Services
01.Bookkeeping Services
Reliable bookkeeping starts with accurate, up-to-date financial records. My bookkeeping services include transaction categorization, bank and credit card reconciliations, journal entries, month-end close, and monthly financial statements. I work in QuickBooks Online to maintain your accounting records and provide the financial information you need to understand how your business is performing.
02.Project Services
Not every accounting need requires an ongoing engagement. Project services are available for businesses that need help solving a specific accounting or financial reporting challenge. Services may include QuickBooks Online setup, chart of accounts redesign, accounting cleanup and catch-up work, accounting system transitions, reporting improvements, and financial process improvements.
03.Controller Services
Controller services provide experienced financial oversight without the cost of a full-time Controller. Services may include budgeting and forecasting, cash flow management, KPI and management reporting, financial statement analysis, internal controls, and accounting process improvements. I can also coordinate with your tax preparers, auditors, and other outside professionals to help ensure they have the accurate financial information they need.
04.CFO Services
Fractional CFO services provide strategic financial guidance for businesses that need senior-level financial expertise without hiring a full-time CFO. Services may include financial strategy, long-term planning, pricing and profitability analysis, scenario modeling, capital planning, cash flow forecasting, and board or lender reporting. The focus is on turning financial information into practical insights that support better business decisions.