Help You Know Your Numbers & Plan
Many times I talk to clients and say “I was a Controller at … firm”. And they say “What?” If I say Chief Financial Officer (CFO), they may have heard of that title. I have ran accounting areas, prepared financial reports, and helped prepare strategic plans. I bring that accounting experience to your small business through part-time service. I can help you understand your numbers and plan.
Past: Understand
Analyzing past revenue & expense trends can help increase your knowledge ...
Start with Understanding
Understanding the Past , in turn, helps you plan for the future.
I can analyze information for you and then meet with you to review and walk through the information.
Future: ' What if '
Once we have the past data, we can create a “What-if” Analysis ...
Accounting Power
This analysis empowers you to better strategize. Let's look at hypothetical business scenarios. For example: “what-if” revenue increases, then let’s predict related costs.
And I use my experience to make it user friendly.
Ongoing: Budget
This brings us to the powerful tool of budgeting and forecasting ...
A Plan
We first use accounting to track information and monitor your business. Then once we have historical data, we can perform “What-if” analysis.
Now we can budget and forecast — create a solid plan for your business.
Sounding Board
Owning your own business is great, but when it is stressful & chaotic ...
Team
I can be your sounding board to help you review your numbers as you make business decisions.
I can also help prepare documents for your tax CPA and assist with gathering info and communicating with: bankers, attorneys, insurance agents vendors, etc.
Knowledge is powerful
My goal: to help you understand your numbers and decrease accounting headaches … to simplify accounting.