Services

A finance department for your business, without the overhead

Most small businesses don't need to build out a finance department — they need someone who can operate like one. I cover the full range, from day-to-day transactional accounting to forecasting, budgeting, and payroll, so you get the whole function in one person.

Day to day

Keeping the books accurate

Transactional bookkeeping & reconciliations

General ledger maintenance and account reconciliations, kept current on an ongoing basis rather than caught up once a year.

Accounts payable & receivable

Payments processed and collections followed up on, so cash keeps moving in both directions.

Accounting software setup

Implementation and optimization — set up correctly from the start, or cleaned up from whatever exists today.

Looking ahead

Turning the numbers into decisions

Financial reporting & analysis

Timely statements and custom reports built to actually inform decisions, not just close out the month.

Forecasting & budgeting

A forward-looking view of where your business is headed, not just where it's been.

Running the business

Handling the people & compliance side

Payroll

Processed accurately and on time, every cycle.

Tax preparation support

Financials organized for tax season and coordinated directly with your CPA, so nothing gets scrambled in April.

In short

I can operate your small business's finance function — as much or as little of it as you need.