WHAT I DO
Accounting Advisory Services
Financial Statement Preparation
Reliable financial statements are essential for managing your business, satisfying stakeholders, and supporting strategic decisions.
- ✓ GAAP-compliant financial statement preparation
- ✓ Monthly, quarterly, and annual financial reporting
- ✓ Balance sheet reconciliations
- ✓ Supporting schedules and documentation
Audit Preparation & Support
Preparing for an audit doesn't have to be overwhelming. I help businesses organize financial information, strengthen documentation, and work efficiently with external auditors.
- ✓ Audit-ready financial statements
- ✓ Audit schedules and supporting documentation
- ✓ Account reconciliations and tie-outs
- ✓ Internal control recommendations
Accounting Advisory
As businesses grow, accounting becomes more complex. I provide practical guidance to improve accounting operations, financial reporting, and internal processes.
- ✓ Accounting process improvements
- ✓ Month-end close optimization
- ✓ Internal control assessments
- ✓ Financial reporting best practices
Account Reconciliations
Accurate reconciliations are the foundation of reliable financial reporting, complete, supported, and ready for management review or audit.
- ✓ Bank and credit card reconciliations
- ✓ General ledger reconciliations
- ✓ AR and AP reconciliations
- ✓ Payroll and balance sheet reconciliations
Historical Cleanup & Catch-Up Accounting
Whether your accounting is months or years behind, I can help restore your records and establish a clean, reliable foundation for future reporting.
- ✓ Cleanup of prior accounting periods
- ✓ Correction of historical accounting errors
- ✓ Reconciliation of historical balances
- ✓ Clean, audit-ready financial statements
Cash-to-Accrual Conversion
Transitioning from cash-basis to accrual accounting provides a more complete picture of financial performance, often required for lenders, investors, or GAAP reporting.
- ✓ Conversion from cash-basis to accrual
- ✓ Accrued revenue and expense recording
- ✓ Deferred revenue & prepaid adjustments
- ✓ Accrual-based financial statements
Accounting System Implementation & Optimization
The right accounting system should support your business—not slow it down.
- ✓ QuickBooks Online implementation
- ✓ Chart of accounts design
- ✓ Accounting workflow improvements
- ✓ Process documentation
PACKAGES & PRICING
Straightforward Packages, Built Around How You Grow
Bookkeeping & Reconciliation
MOST POPULAR
Financial Reporting & Close
Controller / CFO Advisory
WHO I SERVE
Industries Served
QUESTIONS