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Accounting Services

Overview
I am a team player.  That is why I participate as a member of your staff with the specific interest of seeing you realize success just like an employee – only better!  As an outsourced accounting professional, you avoid the cost and liability of having in-house staff.  This allows you to concentrate on your business and I take care of the accounting procedures, bookkeeping, financial reporting and related services.

Additionally, I am also available to work onsite with your staff for a set number of hours per week as a contract staff member.  If you prefer this arrangement – simply let me know and we can discuss this further.

Monthly, Quarterly and Annual Reviews of Accounting Records & Reports
As a team member, I understand how important it is to make the right decision concerning your organization. The ability to make the decision correctly depends on the quality of information you have access to and the form it takes.

I specialize in assisting owners and non-profit directors in providing monthly, quarterly and annual reviews of accounting records as well as preparing management reports. I also personally follow up with on-site accounting staff members to ensure accounting records are on par and the reporting function provides you with the information needed to make informed decisions.

Non-Profit Organization
I have extensive experience with the complicated accounting required for grants, contracts, restricted contributions and Net Assets. I can implement and manage the required documentation and accounting procedures to ensure the financial reporting throught the year accruately report these items.

Financial Modeling, Forecasting, and Projections
In the current business environment, you are aware of the necessity to develop a financial strategy or roadmap.  I provide a consultative approach to your complete financial and business forecasting needs, including the following:

  • Cash flow reporting & analysis
  • Budgeting
  • Accounts receivable & accounts payable management
  • Monthly, quarterly, and annual reviews of accounting records
  • Scenario modeling for unexpected contingencies
  • Internal control policies & procedures