Serving Our Community
With 30+ years of business finance experience in multiple industries and a "can do attitude", I can help you too.
Our Small Business Services
Evaluate the customer's needs:
- Business Analysis, Consulting
- Basic Bookkeeping and Administration
- Banking, Budgeting, Planning
- Audit Preparation
- Software Implementation
Support the client in reaching goals:
- Bookkeeping: manage transactions
- Consulting: frank, honest observations and recommendations
- Planning: reporting and advice to support growth
Get the startups going forward informed and prepared:
- Choosing the Right Software
- Setting up the Chart of Accounts
- Importing and Building Vendor and Customer Lists
- Assessing Assets and Liabilities, Inventory
- Setup Revenue Recognition
- Financial Reporting setup
- Compliance Check List