Business Solutions

Unlock the full potential of your financial health with my Fractional CFO Services. Fractional CFO services are perfect for businesses who do not need a full time CFO onsite.  I focus on transaction categorization and account reconciliation weekly, along with creating comprehensive monthly financial reports to keep you informed. Whether it’s budget creation or cash flow forecasting, I’ve got you covered. You will receive expert proactive tax and benefits planning and engage in our monthly strategic meetings.  We will meet via Zoom Conference monthly to discuss cash flow, debt ratio, expense percentages, and other areas to keep your business financially healthy!  Get the keen eye on your transactions to better equip your business to thrive!

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Monthly package $3,550

Rest assured you're making informed decisions with my Accounting Services. I focus on transaction categorization and account reconciliation twice a month, along with creating comprehensive monthly financial reports to keep you informed. Whether it’s budget creation or cash flow forecasting, I’ve got you covered. Receive proactive benefits planning and engage in our quarterly strategic meetings where we will discuss your company's sustainability based on current data.  

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Monthly package $2,325

Let me take the hassle out of your financial record-keeping with my comprehensive bookkeeping service. I’ll meticulously record your monthly transactions for you using bank statements, downloads, or integrations to ensure every detail is captured accurately. With my in-house software or popular online platforms, you can focus on growing your business while I manage your financial data efficiently.  At the end of each month I will perform a 'soft close' on your books, performing depreciation and other required journal entries.  After the end of each month you will receive Financial Statements and other reports to help you  make informed decisions.

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Monthly Package $1,050

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Discover the peace of mind that comes with professional financial management. I thoroughly review your current processes for accuracy, ensuring every detail aligns with your business objectives. Together, we’ll forge an accounting strategy that not only meets your needs but also positions you for future growth.  I will review your software set up and perform an extensive review of the chart of accounts along with all transaction allocations to ensure the most accurate picture of your bookkeeping health. 

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Prices start at $1,500

This service is a single service contract (not monthly)

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This is a perfect option for S Corporations with payroll needs or as an add-on solution to the monthly Bookkeeping Services.  With my Payroll service, you can rest assured that your payroll is in expert hands.  As a part of this package I submit all payroll tax deposits and ensure accurate withholding returns are filed timely, so your business remains compliant. Need insights? I provide tailored reports whenever you need them, making your payroll process efficient and worry-free.  Do your employees receive Direct Deposit?  No worries!  I offer in house solutions for confidential distribution of pay slips.

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Monthly Packages $150 plus $25/month per employee

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Transform your financial chaos into clarity with my Financial Clean Up service! I know the importance of having accurate information available on time. Through a detailed analysis, I meticulously categorize and reconcile every account in your Chart of Accounts. My top priority is to ensure the accuracy of each transaction, paving the way for well-informed business decisions.  I have experience in digging deep into medical records and forcing the hand of medical insurance companies to pay old claims; and I have many years experience into the proverbial 'find the needle in the haystack' with financial records and postings.  I will utilize my experience and skillset to transform your financial books issue into a well refined informational business tool.  How is my service different from cheaper models?  Clean up services are more than just categorizing transactions; your books need a keen set of eyes with conscious thought of business.  My methodic approach and detailed scrutinizing of each account is far superior than a quick 'cookie cutter' approach.

 

Schedule your consultation today!  Let’s take this opportunity to ensure everything is in order, so your focus can remain on growing your business.

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This is a single service contract (not monthly); prices start at $2,500

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Join me for an enriching bookkeeper training experience that caters to your professional growth in accounting. My program covers everything from the basics of accounting principles to advanced techniques in accurate transaction allocations. By the end of our training, you'll be equipped with the essential skills needed for precise financial management.

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I offer training for small business office staff who need to learn bookkeeping standards and efficiencies, or groups of people who are interested in receiving a solid foundation of training on bookkeeping standards.  

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This is a single service contract (not monthly)

Prices start at $100 for a basic course.  Group rates available.

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