Establish Systems

Are reimbursements a time wasting & confusing process?  Will you be able to find your 'back-up' documents during an audit? Do you handle the same procedure three different ways?

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HIRING ASSISTANCE

Are you ready to hire on-staff financial help? How to decide if you need a Full Charge Bookkeeper or a Senior Accountant?

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AUDIT PREPARATION

Are you preparing for your first review or audit? Does your tax preparer complain about how you maintain your financial records?

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NAVIGATING THE FINANCIAL WATERS

My goal is to help people help themselves.  Financial processes and record-keeping systems do not need to be mysterious. In fact, they are the bedrock of a healthy organization.

I help demystify and clarify.

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Next Steps...

Feel free to contact me with any questions. Happy to arrange an initial no-charge half hour phone call to clarify your needs.