Small Business Bookkeeper & Controller
Helping you know your numbers
Amazingly, the first step towards financial health is timely, relevant and accurate financial reporting. Many small business owners don't even have an accurate P&L until tax time, when it's too late to make any significant changes that would affect the current year's earnings.
My many years spent in a corporate culture, which has always been highly sensitive to outstanding profit performance, taught me many techniques I'd like to share with small business owners today.
Nothing will happen, however, until you know your numbers. It is my purpose to help you do just that.
Services provided:
Small Business Accounting & Bookkeeping
Business Plan Consulting
Part–Time Controller/CFO
Cash flow funding solutions
Small Business Accounting Software
QuickBooks Set up and Training
QuickBooks File Review
Excel Training
Customize Your Financial Templates
Purchase Financial Templates
More details below:
Small Business Accounting & Bookkeeping
How would you like to clean up your General Ledger? Once it's squeeky clean, you will know everything about where your money is going. When all your accounts are reconciled on a regular basis, and your monthly Balance Sheet and Profit & Loss statements are accurate, you will have the proper tools to run your business profitably and efficiently.
Business Plan Consulting
Whether you are starting a new business or looking for additional financing for an existing venture, a business plan will be the first thing your prospective investors or lenders will want to see. Business plan consulting service involves guidance on proper business plan structure, reviewing existing business plans, preparation of financial schedules and development of financial models used in the preparation of the business plan.
Part–Time Controller/CFO
If you have reached a certain degree of complexity in your business, it may be time to hire a part–time Controller/CFO. Ask yourself –
- Would you like help with managing your inventory and gross margins?
- Do you know which of your products generate the most profits? And which ones are money losers?
- Would you like to forecast your Cash Flow better?
- Is it time to start budgeting?
- Are your profits where you want them to be?
Special Consultation – How to Maximize Your Profit
Cash flow funding solutions
Immediate advance of cash against the value of your outstanding invoices. Access to an ongoing supply of cash directly linked to your sales. Advance of up to 100% of the cost of a confirmed order from a creditworthy customer.
QuickBooks File Review, Set Up and Training
How about your QuickBooks? Are you happy with how it's set up? Does your Chart of Accounts have 450 accounts? Are you using all the features of QuickBooks? Is there a need for QuickBooks training in your organization?
As a QuickBooks ProAdvisor I can help you make the most out of your investment.
Perhaps you are outgrowing QuickBooks and asking yourself: What are my options
? Let's explore them together.
Financial Templates, Excel Training and Template Customization
Have you ever downloaded financial templates online only to find them unusable? I have. Many financial templates sit on my hard drive without ever being used. Some of them are just too complicated. They are entirely macro–driven and very difficult to adjust or customize. Others are just too unwieldy – with an intricate structure which doesn't fit my business and would require a huge amount of time, not to mention advanced knowledge of Excel, to adjust without disturbing all the formulas.
Even the simplest Excel model or itemised checklist can take a few hours of valuable senior executive time to develop. This time can be more usefully spent addressing the actual business issue rather than developing a tool or a financial template! So, do not reinvent the wheel. Find what you need here or contact me for a customized financial template to fit your particular business need.
