Services

 
 
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BOOKKEEPING

Bookkeeping is one of the easiest things for a business to outsource. It's also one of the best returns on investment. I work with businesses whose bookkeeping needs have become too complex and time-consuming for a non-professional to handle, but aren't big enough yet to justify a full-time, in-house accounting person. My aim is not just to keep the numbers crunched, but to make sure that my clients have a clear understanding of their business's financial position. I believe that this is absolutely crucial to success - it leads to smarter business decisions, increased profitability, and increased tax savings.

 

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CLEAN-UP & CATCH UP WORK

Don't worry if your bookkeeping situation is currently a mess! Transforming an unruly mess into a seamless, streamlined accounting system is one of my specialities. In fact, nearly all of my new clients need some sort of clean up work performed before starting on a monthly package. The beginning of our working relationship is a wonderful opportunity to do a full "efficiency review" of the business's accounting systems. Often we find ways to automate repetitive data entry tasks, freeing up your workforce's time to focus on growing the business. I aim to make sure that everything that should be tracked is tracked, and to make sure that anything that doesn't need to be tracked.... isn't. A bookkeeping system should be as simple as possible, but not simpler. 

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PROFIT ADVISORY

A bookkeeper quickly becomes an expert in the finances of the businesses they work with. When that bookkeeper also specializes in financial analysis and strategic planning, it's an enormously powerful combination. I track a variety of financial metrics to monitor your company's financial health and advise you on ways to increase profits. I keep an updated cash flow forecast to predict your company's profits and bank account balances into the future. I can also help you set budgets, and then track your company's progress against those budgets. I also benchmark your company's financial ratios against the competition to see where you may be leaving money on the table.