More than 15 years of experience in office management, bookkeeping, accounting, payroll, and finance.
Record and categorize transactions Create invoices and collect payments Process payroll and remit payroll deductions Bank and Credit Card Account Reconciliations Review or audit balances Generate Monthly Financial Statements Maintain GL and Chart of Accounts Preparing and adjusting entries
Review Financial Analysis Cash Flow Forecasting Budgets/Projections Basic KPI Dashboard Defining your true GOALs Creating the Financial Plan Monthly CFO Financial Report Accountability and plan to achieve your GOALs
We are accounting cleanup experts. No mess is too much for our team! We transform chaos into streamlined and accurate financial records. We provide comprehensive consultations for financial success.
Our customized consulting services are designed for your unique accounting projects. From budget preparation to financial statements and audit prep, we’ve got you covered. We’ll help you fill in the gaps for your accounting needs.
Setting financial goals and objectives Allocating resources to meet those objectives Establishing spending limits and guidelines Monitoring progress and comparing results Analyzing historical data and trends Identifying potential risks and opportunity Estimating future revenues and expenses Adjusting forecasts as new information become available