I’m your partner, and I’m here to help you – to take a breath – to keep your focus on what it is that you do best.
I create and maintain and help troubleshoot accounting systems and support the internal management reporting process. I crunch numbers, yes…but I also understand what they mean.
It’s insight. It’s trust. It’s digging deep.
Running a small business or non-profit can be overwhelming and scary, but having an organized, carefully planned accounting process will save you time, money, and stress.
The short of it: Let me help manage the “business end” of your business, so you can take a deep breath and get back to what it is that lights you up.
Start-Up
ACCOUNTING
- Business set-up in accounting platform
- 1st time chart of account creation
LICENSING + INSURANCE
- State + city business license assistance
- Federal EIN application
- Coordination of insurance with broker
PAYROLL
- Set-up of city/state accounts for payroll
- Communication with payroll provider
Established
ACCOUNTING
- Multi-year catch-up accounting
- Project/Fund accounting
- General ledger management
MONTH + YEAR-END
- Bank and liability reconciliations + oversight
- Inventory + asset reconciliations
- Adjusting entries
- Month + Year-end close
- Internal management reporting (scheduled + ad-hoc)
- Preparation/submission of 1096/1099s
PAYROLL
- Assistance with Workers’ Comp audit(s)
- Communication with payroll provider
- Payroll journal entries
DATA MANAGEMENT + CONVERSION PROJECTS
- Data conversions (e.g. desktop to cloud)
- Database management, migration + entry
Non-Profit
ACCOUNTING
- Grant/fund accounting
- Accrual accounting
- Multi-year catch-up accounting
- General ledger management
MONTH + YEAR-END
- Bank and liability reconciliations + oversight
- Inventory + asset reconciliations
- Adjusting entries
- Month + Year-end close
- Internal management reporting (scheduled + ad-hoc)
- Preparation/submission of 1096/1099s
- Auditor liaison
PAYROLL
- Assistance with Workers’ Comp audit(s)
- Communication with payroll provider
- Payroll journal entries
DATA MANAGEMENT + CONVERSION PROJECTS
- Data conversions (e.g. desktop to cloud)
- Database management, migration + entry