Services
I want to help you, a small business owner, to realize your dream. I can help you create a solid foundation of business and financial processes that will support healthy growth and management.
I provide the following services, tailored to your business’ size and budget:
- Evaluating and recommending appropriate internal controls
- Designing reliable and transparent financial & management reporting systems
- Developing cost accounting and improved pricing strategies
- Creating budgeting tools and training in budget analysis
- Training managers and staff in the use of financial reporting tools
- Advising on structuring employee benefit plans, including retirement plans
- Providing interim CFO/Controllership or accounting services
- Assisting with special projects such as:
- Financial/accounting system upgrades and changes
- Fixed Assets Reconciliation for property tax levy and income tax returns
- Capital Projects and Construction Accounting when constructing a new building or remodel
- Coordinating with outside audit agencies on behalf of the business owners if audited.