Services

 Bookkeeping Services

Services provided are tailored to your business and level of comfort; ranging from monthly bank reconciliations to full-charge bookkeeping.

Accounting Services

  •  Virtual CFO services 
    • Financial Analysis & Advice
    • Provide "The Big Picture" through reports and summaries.
    • Forecasting to help you plan for the future.
    • Assist in developing your annual budget.
    • Accounting system setup .
  • Cost Accounting services
    • Continuous improvement guidance.
    • Expense reduction and efficiency analysis.
    • Pricing analysis.
  • Additional reporting is dependent on data available

    Inventory Management

    • We'll work together  to develop a plan that streamlines your ordering and balances your inventory. 
    • Use my years of continuous improvement experience to take the headache out of inventory management. 
    • Gain control of your inventory and feel confident that you will have what you need when you need it.
    • New system development and existing system rehabilitation.

    Financial Coaching

    You're not alone. Money is the number one cause of stress in America. It has the greatest impact on relationships and our mental health. Income level doesn't seem to matter! Many people live paycheck to paycheck even though they have a relatively high income. 

    Regardless of your income level, I can help to relieve the stress and get you on track towards your financial goals! Gain confidence in your decision making process and take control of your finances. The unknown is scary and it can be the one thing getting in your way to financial freedom. We will work together to develop a plan that is unique to you and I will help guide you the whole way through. 

    I'm not going to sugar coat: it's hard work and you have to be honest with yourself.  
    • Identifying all of your expenses is half the battle. Let's sit down and go through them all.
    • Creating a budget is about balancing your expenses and your income to achieve a financial goal.
    • We'll make a plan with your circumstances and goals in mind.
    • Let's do a deep dive on your expenses to see if there's any money sneaking through.
    • Your situation is unique, so I won't have a one-size-fits-all solution. 
    • Financial goals can range from funding an annual vacation to a complete financial overhaul and becoming 100% debt free.
    • I work with individuals and couples. 
      • Committed partners and spouses are required to be involved if there are shared expenses and income.