Accounting & Financial Management Services

I set up and customize QuickBooks Online to fit your business, including bank connections, your chart of accounts, and customer and vendor records. I establish reporting and workflows that help keep your accounting organized from the start.  

I manage day-to-day accounting, account reconciliations, and monthly financial reporting so you have accurate, current records. Support can also include accounts payable and receivable, payroll coordination, sales tax filings, and 1099 preparation and filing. 

I bring overdue or disorganized books up to date by reconciling accounts, correcting errors, and resolving outstanding items. I prepare financial reports and coordinate with your tax professional to support a smoother year-end process. 

I train accounting staff on daily workflows, reconciliations, reporting, and troubleshooting. Instruction is tailored to your business and helps employees build confidence, improve accuracy, and take on greater accounting responsibility. 

I oversee the month-end close, financial reporting, and accounting processes to help keep your financials accurate and timely. I work with your team to strengthen internal controls, resolve complex accounting issues, and provide useful insight into business performance. 

I help business owners plan ahead through budgeting, cash-flow forecasting, and financial analysis. I evaluate financial trends and business decisions, working with your other advisors to support growth and long-term financial stability.