SERVICES
Every business has different accounting needs based on the number of transactions being processed, the size of the accounting department and the overall goals of the owners. Please connect with me to discuss which level of service is right for you.
Tier 1
Accounting and Reporting
(Bookkeeper)
Financial statements provided with reconciliations of balance sheet accounts.
Tier 2
Reporting and Analysis
(Accountant)
All of Tier 1, plus, monthly financial statement analysis, performance dashboard and insights meeting.
Tier 3
Strategic Insights
(Advisor)
Tiers 1 & 2, plus, budgeting/forecasting assistance, annual strategic planning meetings and guidance on specific issues.
Additional Advisory Opportunities
Services that go beyond providing the financials:
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Internal control assessment
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Cost and profitability analysis
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Complex consolidations
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Audit preparation assistance
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QB Online initial setup/clean up
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Ownership transition planning
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Strategic Planning Sessions