I am a CPA with a passion for small businesses. In the past 8 years, I've helped hundreds of companies scale and grow from all stages. I enjoy working directly with business owners to give them clarity on their business, help them achieve their business goals, and be a true partner they can lean on for advice and feedback.
Below are some of the services my team and I can offer. Since we focus on automation and integration at our core, we are able to offer very budget friendly prices to the businesses we partner with.
- Bookkeeping
- Payroll
- Bill Pay
- Invoicing
- Cleanup and optimization of current financials - Accounting (full ongoing accounting and monthly close accounting activities)
- Financial reporting
- Migration to QBO, Xero and/or Gusto
- Add and maintain dimension to your financials (departments, locations, etc)
- Chart of accounts restructuring
- Fixed asset tracking and management
- Complex accounting transactions (acquisitions, dispositions, etc.)
- Workflow automation and optimization
- Budgeting
- Cash Flow
I have worked with a variety of industries in the past, including professional services, franchises, medical, advertising and marketing, transportation, manufacturing, insurance, etc.
I look forward to learning more about your business and helping you achieve your goals!
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Plumbing
374
AC Repair
436
Kitchen Remodeling
78
Roofing
667
Landscaping
309
Lawn Care
1100
Movers
970
Patios
18
Locksmiths
99
Bathroom Remodeling
199
Interior Designers
175
House Cleaning
3639
Handyman
2843
AC Installation
152
Water Damage
120
Exterminators
128
Garage Door Repair
183
Window Installation
67
Home Security
7
Solar Panel Installation
50