My Services
Learn more about what I can provide and how this can help you navigate your finances into real profit growth.
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Standard Bookkeeping & Tax Filing
I track and record all financial transactions, including sales, purchases, receipts, and payments into QuickBooks or a similar online accounting software.
I manage your expenses owed to any vendors and ensure timely payments to avoid late fees.
I monitor amounts receivable from clients and customers to ensure invoices are paid accurately and on time.
I reconcile your business’s financial records with bank statements to confirm transactions match and avoid discrepancies to aid in tax preparation each year.
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Profit & Loss Results and Projections
My developed software turns everyday revenue and expenses into a monthly package allowing you to assess profitability, identify areas for improvement, and inform strategic decision-making. It is the level of detail Fortune 500 companies rely on day in and day out to remain successful.
While you focus on growing your business, I focus on breaking down the huge amount of data into short and useful summaries.
This can help discover trends by benchmarking against prior experience, control costs by highlighting outliers and increase revenue by analyzing margins on goods and services.
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Strategic Financial Planning
To achieve long-term financial success and stability, I can help you manage finances within your business objectives.
Setting short and long-term goals, establishing monthly, quarterly & yearly budgets and managing cash flow, debts and any taxes owed are just some of the tasks I can alleviate. Financial planning is a luxury large businesses have at their fingertips and small businesses rarely find time for.
Allowing me to take these tasks on for you can help reduce stress, provide peace of mind, accumulate wealth faster and avoid unnecessary expenditure.