We do more than provide services to support the structure of your business and are dedicated to building a lasting relationship to help you succeed every step of the way. We look at your business from every angle, and are always available for a quick question or a complex issue. You can rely on us to help you grow beyond your expectations.
Small Business Accounting Services
Accurate, organized books are essential to virtually all aspects of a successful business. Our bookkeeping services save you money without costly employee wages and benefits. Outsourcing accounting can be a smart decision to free up more time for operations. Proper reporting, crucial decision making, and financial stability rely upon accurate accounting. All file transfers are made through our secure client portal.
Account reconciliation provides you with exact information about the accounts you rely on most. Monthly bank reconciliation, accounts receivable aging, and accounts payable need to be accurate for you to make informed decisions. An account reconciliation performed by a third party can be beneficial to your internal and external auditors as an independent attestation to the account balance. I can ensure your accounts are reconciled efficiently and accurately.
General Ledger Maintenance
The general ledger is the foundation of financial and tax reporting, and ensuring it is up-to-date and free from errors and omissions requires detailed knowledge and skill. A material error or omission can be costly; therefore having a third party examine your general ledger each month or quarter gives you assurance that your business is in compliance and on track.
Budgets and Forecasting
Planning a strategy requires in-depth analysis of current and past events as well as foresight into your industry. Partnering with you to create a forecast you can rely upon strategically budgets your resources and better prepares you for the next big business opportunity. Accurate and timely budget-to-actual analysis at quarter and year end is also essential to the respective current period in order to both reflect upon profitable areas and plan to minimize or eliminate unprofitable aspects.
Financial Statement preparation
Sound accounting gives you peace of mind regarding the compliance of year-end accounts and tax returns, and helps you keep your finger on the pulse of your business. Reliable monthly and quarterly statements provide a snapshot of the financial position of your company, and will help you take optimum advantage of your information at the most opportune times. Having the right information at the right time makes for reliable budgeting and forecasting, and better decisions overall.
Day-to-day bookkeeping tasks can drain your company of valuable time and money. I provide a tailored bookkeeping service that performs this essential task in an efficient and accurate manner, freeing up your staff to concentrate on your core business.
Sales, Use, and Hotel Tax Reporting
Your business is a fiduciary for the state Department of Revenue and they expect timely reporting and payment of sales, use, and hotel taxes; otherwise you will be subject to penalties and interest. Properly and accurately report these taxes, as well as get the credit for taxes paid to other states by utilizing this service.
Business Consulting Services
New Business Start-ups
New business start-ups or transfers can be a challenging task and reach a stage where they need professional advise. We are here to help get your idea off the ground and act as a support system for your new business venture. From preparing a business plan (clarifying marketing and financial management), to federal, state, and local law compliance, we support you and your new business start-up every step of the way. There is no charge for your business start up consultation.
Business Operations Consulting
Consulting services to help you improve operations, boost efficiency, and increase the bottom line. By carefully evaluating your current financial position, and analyzing past and current financial statements, an assessment is made. I then work with you to develop an efficient structure to support your business.
We can become an integral part of your management team to help you uncover opportunities to grow your business. This includes revenue enhancements, operational improvements for improved efficiency, advice for companies that need a complete turnaround, as well as troubleshoot problem areas. We work with you to create effective strategies to effectively manage your financial plan.
Call for a free initial consultation.
Fraud Investigation Services
Fraud Investigations are performed in response to allegations of management or employee misconduct, and in business co-owner situations. If fraud is found the business may chose to pursue civil or criminal liability.
If you are concerned about financial discrepancies, not only will we will find them; we will find out who, what, where, when and how. We identify Irregularities and potential concerns, analyze complex financial issues, interpret and summarize, and present our findings to you in a clear and usable format for your purposes. By understanding our clients’ objectives, we are able to quantify the potential losses incurred, and design and implement internal accounting and management controls for loss prevention and risk management.
When a Forensic Fraud Investigation is Needed
- Concerns of theft of income or product
- A potential venture
- During the process of divorce
- Concerns of correct information on documents, such as bank financing applications
- Simply when the numbers are not adding up
Internal Control Services
There may come a time when you need an outside professional to evaluate your company's operations to determine if appropriate internal controls are in place to ensure proper handling of resources and to protect yourself from potential employee theft.
In these difficult economic times, it is not unheard of for thievery to be committed by one of a company's best employees. It just makes good sense to have your operations evaluated and implement necessary internal controls. We guide you through the implementation process.
- Assessment of your current internal controls
- Determine the efficiency and effectiveness of your operating procedures
- Provide internal control recommendations, explanations, and implementations for a more financially secure profitable company
- Assist with correcting any inefficient or ineffective operating procedures.