Outsourced CFO or Controller Services:
Accurate and timely financial statements are critical for your organization’s success. Keep in mind that the quality of your management 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 organization
• Make certain you have accurate, effective financial and non-financial information to base decisions on
• 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 organization

Periodic Review of Your Accounting Records:
These monthly, quarterly or semi-annual reviews are designed to give you a diagnostic analysis of your “organization’s 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 organization's 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 management decisions.

Business Plans for Your Organization:
You’ve heard the phrase that people never plan to fail, they just fail to plan, but did you know that the majority of businesses including non-profit organizations don’t have an organizational 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.

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

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

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

I want your organizational business plan to function as an ongoing compass that will help guide you towards the goals and objectives you’ve established. Non-profit leaders know that the three things that are essential to an organization’s success are: planning, planning and planning. I can help you with all three.

QUICKBOOKS CONSULTING

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

Whether you’re starting a brand new organization 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 directors and managers who 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 organization. Over time your organization 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 organization 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 that take textbook or conference training courses aren’t sure what reports to pull up? Just remember that QuickBooks trainers will help you with how to do something. I can provide you with a level of service beyond this – consulting. Not only will I assist you with how to do something, I will help you understand why we’re doing it and what it means to your organization's bottom line. Knowing what to do is only valuable if you know why you are doing it – through consulting, 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 an organization. By analyzing your accounting records and reports, we’ll be able to determine the past, current and future health of your organization.   

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 organization 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 organization. 

Outsource Bookkeeping:
Working in your organization 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 organization. Having accurate, timely, reports to help you run your organization is essential, and now you can without the added expense of a full-time employee.