Outsourced CFO or Controller Services:
Accurate and timely financial statements are critical for your business’ success. Keep in mind that the quality of your business decisions are a function of the quality of the financial information you have. I am going to help:

• Advise you on the best financial decisions for your business
• Make certain you have accurate, effective financial and non-financial information on which to base decisions.
• Achieve maximum leverage from the financial resources that you have available
• Provide the financial advisement and measurement you’ll need to get the most out of your business

Periodic Review of Your Accounting Records:
These monthly, quarterly or semi-annual reviews are designed to give you a diagnostic analysis of your “business health”. I am going to sit down with you and help you evalutate options for your profit improvement potential. This honest but encouraging look at your business performance is going to help you get a clear understanding of where your revenue is coming from as well as going to, as well has help you make confident, intelligent business decisions.

Business Plans:
You’ve heard the phrase that businesses never plan to fail, they just fail to plan, but did you know that the majority of businesses don’t have a business plan? This is like a driving without a map – you’re going to get somewhere, but it might not be where you wanted to go. Banks and other financial institutions are now requiring business owners to provide a business plan to support loan applications.

In preparing a written business plan specifically for your business, I can offer you services including consultation, writing and/or review. You can expect that the business plan that we create together will:

• Provide you and your business with a focus and a direction
• Help you think beyond the day-to-day operations that tend to limit the growth of your business
• Establish financial and operational benchmarks to compare to your actual results
• Dramatically increase the likelihood of obtaining financing
• Define new untapped markets and help you coordinate your resources in a defined direction

Your business plan is going to help you think strategically about your future as well as aid you in the daily operations of your business.
The biggest concern business owners have expressed about their business plan was that it might not get used and applied in the day-to-day operations of the business. In order to make sure your business plan becomes a valuable, integral part of your business, I provide follow-through meetings to gauge your progress, analyze what’s working and make necessary adjustments.

I want your business plan to function as an ongoing business compass that will help guide you towards the goals and objectives you’ve established. Business experts know that the three things that are essential to an enterprises’ success are: planning, planning and planning. I can help you with all three.

New Business Start-ups:
If you’re looking to be self-employed and run your own business, congratulations – you’re living the American Dream. This is an exciting time for you. You’ve got the drive and the passion to make it happen - and that’s terrific. But it’s also a time you’ll want to take essential steps to dramatically increase your odds of long-term success.

Did you know that of 25,000 business owners polled as to why their business didn’t succeed, 62% indicated they had a lack of business/ management experience? It looks like, while they didn’t plan to fail, they just failed to plan. So how do you not become one of those 25,000 other businesses? You owe it to yourself to make sure you have the best odds of making your dreams and business success a reality, and I can help you beat the odds. You’ll want to contact me today if you:

• Are worried your business might not be successful
• Are curious about how much money you can make
• Aren’t sure where to start
• Want an expert to work with you
• Are working with a conservative budget
• Don’t plan to fail and won’t fail to plan
• Want to increase your odds for a successful business

Quickbooks Consulting

Personalized, one-on-one QuickBooks training for busy, overwhelmed business people:

Whether you’re starting a brand new business and you want to get your accounting set up right, or you’ve been using QuickBooks for a while and you need consulting or training in some specific areas, I can help you.

Unlike book or seminar learning, your QuickBooks training sessions are going to be focused on what you want to learn and accomplish, so you get immediate value out of the time you’ve invested. This is ideal for business owners that may feel there’s something wrong or out of place with their QuickBooks.

Are you unsure of the accuracy or integrity of your company information? Through a series of standard diagnostic routines, I can analyze your reports and provides you a detailed log of my findings. This log will help determine the health of your financial information to guide you to better decision-making.

Perhaps you’re not certain your QuickBooks is still providing the right information you need to run your business. Over time your business may have grown or evolved, or maybe your QuickBooks files have grown too large. Ultimately, your accounting system is no longer providing the information you need.

If things have changed for your business or they’ve gotten out of control, now is an ideal time to contact me. With your current accounting system you may have noticed that it’s becoming time consuming, cumbersome and even costly – I can help you restructure it so you start running efficiently and cost-effectively.

Did you know that many QuickBooks users aren’t sure what reports to look at to answer their questions? Just remember that QuickBooks trainers will help you with how to do something. I can provide you with a level of service beyond this. Not only will I assist you with the how-to’s, I will help you understand why we’re doing it and what it means to your business’ bottom line. Knowing what to do is only valuable if you know why you are doing it,  I can help you with both.

I’ve been working with Quickbooks for over 10 years, so you’re guaranteed to learn invaluable tips and shortcuts you won’t find in a book or at a seminar, and you’re going to feel a real sense of accomplishment when we’re finished. Remember that a well-built accounting system serves as the pulse of a business. By analyzing your accounting records and reports, we’ll be able to determine your business’ past, current and future health. 

Tax Filings:
You can expect that your filings are going to be technically correct, and finished on time. You can enjoy peace of mind knowing your filings are in expert, proficient hands, and that you can focus on running your business rather than worrying if your filings will be done right. If this is on your mental “To Do” list, call me today and I’ll help you relax and get back to managing your company. 

Outsource Bookkeeping:
Working in your business not on it?  Put your time to better use. By outsourcing your bookkeeping rather than handling it internally, you will free up time to build your business.