Personalized Accounting Solutions

Each business has a unique rhythm when it comes to their monthly and yearly flow of transactions required to keep operations running. Meticulously inspecting and categorizing each transaction contributes to an accurate financial picture which can be used for filing taxes, receiving loans, and making important decisions. More than just providing financials, my goal is to ask thoughtful questions throughout the process which may identify mistakes and provide financial clarity.

Accounting Questions I Help You Answer:

• How well-maintained is your balance sheet?

• Are all of your cash and credit card accounts reconciled monthly?

• Do you know exactly what’s going on in your general ledger?

• Could you pass an audit with a clean opinion?

• What does your tax preparer think of your financials?

My approach is more than just delivering reports; it’s about working with you to ask the right questions, understand the full picture of your finances, and set up processes to keep you on track. Let’s review your general ledger, talk about your balance sheet, and implement consistent practices that will help your business grow.