FOCUS ON YOUR STRENGTHS
And Hire Me For The Rest
I bring more than 20 years' of working with the private financial, business, tax, and legal records of individuals and small businesses (from $250K-$15M).
My clients are for-profit and nonprofit companies that specialize in construction, real estate, art/music/design, law, education, finance, and retail/wholesale goods. I have a deep understanding of business operations, day-to-day office functions, and can help make a business efficient, compliant, and profitable.
Accounting / Bookkeeping
Accounting / Bookkeeping
Accounting / Bookkeeping
- Billing and Invoicing: Prepare and process invoices for services provided, ensure timely and accurate billing. Track and manage accounts receivable to ensure prompt payments.
- Reconciliation: Perform regular bank, credit card, and other account reconciliations to ensure consistency and accuracy of financial data.
- Reporting: Generate all types of financial reports for management, with review of markers and trends.
- Budgeting: Assist in the preparation and monitoring of budgets, providing insights and recommendations for cost-saving opportunities.
- Communication: Liaise with vendors, clients, professionals and internal teams. Primary contact for audits. Develop financial vendors.
- Vendor Management: Vendor and subcontractor selection. Develop procurement programs.
- Planning & Strategy: Participate in strategic planning, analysis of costs, and savings recommendations. Identify and implement improvements to increase efficiency in document, data, and financial systems.
Operations / Legal
Accounting / Bookkeeping
Accounting / Bookkeeping
- Contracts Management: Draft, review, and negotiate a wide range of contracts; track compliance with contractual obligations; experience with grants, funding rules, and the grant lifecycle.
- Insurance: Review all policies and assess coverages; manage annual business, workers comp, and health Insurance renewals. Primary contact for audits.
- Asset Management: Financial analysis and strategy of your current holdings. Tenants and leasing. Facilities maintenance and management. Capital improvements, and purchase or sale of assets.
- HR: All aspects of HR including recruitment, payroll, employee relations, legal compliance, benefits (health care and compensation), handbooks, and termination.
- Corporate Start Up or End: Set up business (profit or nonprofit) including bylaws, articles, and local, state, and federal registrations and licensing. Wind down business through termination or buyout.
- Legal Document Review: Review of documents for specific criteria or legal issues and provide summary and strategy.
FEES
I offer monthly fixed rate fees or an hourly rate, based on the monthly services needed or scale of project.
Next Steps
Let's Talk
The Task is Done
The Task is Done
We talk about the issues you are facing and create a plan to fix (all of) them.
The Task is Done
The Task is Done
The Task is Done
I complete the tasks we identified, and the business moves forward.
Let's Plan
The Task is Done
Let's Plan
You decide what you might want to complete next to organize your business.