Many businesses have some level of accounting or bookkeeping support in-house. I am happy to supplement your existing services when you need more expertise or experience. The following are services I provide for clients as needed:

• Provide a sounding board for existing or new business ideas, strategies and plans.
• Contribute financial perspectives on the annual setting of goals and objectives.
• Calculate the benefits of buying versus leasing equipment, vehicles.
• Review fringe benefit plans for coverage and cost
• Provide insight to retaining the appropriate outside professionals.
• Negotiate business insurance coverages assessing risk with owner
• Provide guidance on investor issues and investor relations strategy.
• Determine if company is compliant with employee payroll forms and state reporting

Getting Started

These services are provided and priced based on each situation. All these services can be bundled with Monthly or Quarterly packages.