I've been told I'm like fire and water. I'm grateful and nice, but I'm also intense and a high achiever when it comes to the work. I'm a bulldog when helping others, and that includes my clients! Some clients need help sorting through stacks of information and making accounting sense of it. Others need help understanding the numbers and looking at the big picture.
My goal is to help you through your accounting obstacles so you can have an accounting system that helps you run your business better. Business owners have told me they are having sleepless nights wondering where their money went, or they went to a bank for a loan and are left scrambling for a better accounting system. They dread figuring this out.
Help. But even though you dread Accounting and think it is annoying, it's critical to know your numbers. That's where I come in: I help get you information and 'simplify' accounting. I have years of accounting / business experience and my goal is to bring much value to small businesses.
My goal is to help you through your accounting obstacles so you can have an accounting system that helps you run your business better. Business owners have told me they are having sleepless nights wondering where their money went, or they went to a bank for a loan and are left scrambling for a better accounting system. They dread figuring this out.
Help. But even though you dread Accounting and think it is annoying, it's critical to know your numbers. That's where I come in: I help get you information and 'simplify' accounting. I have years of accounting / business experience and my goal is to bring much value to small businesses.
Services
Bad news: I didn't fit the corporate mold; some didn't "get" that an accountant could be super serious and focused yet still be personable.
Good news: I could talk 'non-techy' language to my colleagues.
I now know who I am and what I'm passionate about: being the accountant that is a high achiever and focused.
Some say they "like" to be organized.
For me, I "need" to be organized.
It helps me track the mass amount of information I have in business, but it's beyond that-it is calming.
I love family and my husband is a blessing.
Good news: I could talk 'non-techy' language to my colleagues.
I now know who I am and what I'm passionate about: being the accountant that is a high achiever and focused.
Some say they "like" to be organized.
For me, I "need" to be organized.
It helps me track the mass amount of information I have in business, but it's beyond that-it is calming.
I love family and my husband is a blessing.
There are also times when accounting is a mess - it hasn't been touched in months (sometimes many many months).
A business owner doesn't know where to start.
In these situations, I need to do a clean-up project.
We can sit down and talk about your specific situation and how to get you an accounting system - a good accounting system.
My focus is to build a relationship throughout the year, so you feel you have a trusted advisor helping you get information to make the right decisions.
I like accounting just like you like something else.
A business owner doesn't know where to start.
In these situations, I need to do a clean-up project.
We can sit down and talk about your specific situation and how to get you an accounting system - a good accounting system.
My focus is to build a relationship throughout the year, so you feel you have a trusted advisor helping you get information to make the right decisions.
I like accounting just like you like something else.
I tell clients and colleagues 'It's all in the set-up' -- that's the key to working well in QuickBooks.
For me to make accounting software less frustrating, it starts with a good behind-the-scenes configuration.
Finding info when you need it is sometimes impossible with paper, but there are tools and methods to help you decrease the paper stacks.
For me to make accounting software less frustrating, it starts with a good behind-the-scenes configuration.
Finding info when you need it is sometimes impossible with paper, but there are tools and methods to help you decrease the paper stacks.
Many times small businesses associate accounting only with having their taxes done at year-end.
But monthly accounting helps you have meaningful and timely information - which is critical to making the right decisions.
I've had potential clients come to me and say they would have done something differently if they would have had information sooner.
I work with you throughout the year - you can outsource a portion or all the accounting.
Accounting may equal a headache to you.
If you are overwhelmed with scattered financial information, we can create a system to simplify getting info into QuickBooks - we don't need to 're-create the wheel' every month.
But monthly accounting helps you have meaningful and timely information - which is critical to making the right decisions.
I've had potential clients come to me and say they would have done something differently if they would have had information sooner.
I work with you throughout the year - you can outsource a portion or all the accounting.
Accounting may equal a headache to you.
If you are overwhelmed with scattered financial information, we can create a system to simplify getting info into QuickBooks - we don't need to 're-create the wheel' every month.
Many times I talk to clients and say "I was a Controller".
And they say "What?"
If I say Chief Financial Officer (CFO), they may recognize that better.
The point: I have the experience (from running accounting departments to preparing financial reports and working through strategic plans) to help.
I believe helping you understand your numbers helps you make the right decisions.
I have spent years doing these type of excel spreadsheets and I can do the heavy lifting to make this process user friendly.
And they say "What?"
If I say Chief Financial Officer (CFO), they may recognize that better.
The point: I have the experience (from running accounting departments to preparing financial reports and working through strategic plans) to help.
I believe helping you understand your numbers helps you make the right decisions.
I have spent years doing these type of excel spreadsheets and I can do the heavy lifting to make this process user friendly.
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