OUR SERVICES

Services for Non-Profits, Small Businesses, and Individuals

Periodic Bookkeeping Services

From Basic Bookkeeping to In-Depth Analysis

We provide our clients with exactly what they need, whether that is simply reconciling their bank accounts, or providing in-depth planning and analysis to support difficult business decisions. We will work closely with you to determine your needs and find the optimal balance of transaction detail and analysis.

Outsourced Controller/CFO Services

Expert Guidance for a Reasonable Cost

Growing small businesses and non-profits can benefit greatly from financial oversight and expertise, but do not have the budget to hire a controller or CFO. I can assist your business on a part-time basis and offer the same valuable service for significantly less than you would pay for a full or part-time employee. From strategic planning to basic budgeting and cash flow analysis, I provide next-level advice that goes beyond basic bean-counting.

Financial Consulting and Contract Work

Fill a temporary leave of absence or vacancy

Life happens, and employees go on leave or terminate their position. we are available to cover any temporary need and will provide considerable value to your business or non-profit.

Tax Preparation & Personal Finance Coaching

Guidance to achieve your personal financial goals

We have a special spot in our hearts for helping friends, family, and clients with their personal finances. Sometimes, small, creative moves can make a significant difference in long-term goals. We are available to assist you brainstorm, design, and implement a plan for you and your family to achieve any financial dream you may have.