Services

To run your business smoothly, you want to know what your financial status is, both current and the outlook for the future. I can help with that.

We want financial statements to be straight forward, transparent, and clear. That is always our goal.

With this in mind, I organize and clean up your chart of accounts so that your P&L and Balance Sheet meet that goal.

Working with you, I can determine what other needs you have for reports and create those – what bills to pay, what clients owe you money, cash flow projections, and analysis of historical finances.

I can provide monthly oversight as needed.

I enjoy tackling problems!

• Reconcile bank accounts that you don’t have time to figure out

• Analyze a project to see if it is profitable.

• Clean up payroll messes (stale checks, incorrect deductions, etc.)

• Organize your balance sheet and your P&L so that they make sense to you and become usable

• Fix it! Whatever it is.

I have given seminars on Basic Bookkeeping and small business startup, on my own and for WeWork.

I can teach you or your bookkeeper on how to properly record income and expenses and what items need to go on the Balance Sheet rather than the P&L. Or how to reconcile the bank accounts and credit cards. And how to record payroll and payroll taxes.

I can teach you how to be forward looking with cash flow and workload analysis.