Accounting Services

What we can do together

My specialty is small business accounting.  You may need someone to handle the higher level bookkeeping or you may already have a bookkeeper and you need someone to provide you with double-checks or advising. My focus is to build a relationship throughout the year so you feel you have a trusted advisor.
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Accounting Clean-up

This is for you if you’re overwhelmed:
accounting is behind, you need it current,
and … it’s just confusing.
  • Get your books up-to-date
  • Review your current accounting software (and system) to make it work better
  • Introduce tools to reduce frustration. Let’s find the right digital tools.
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Monthly Accounting

This is for you if you need consistent help. We can do a portion (guide your bookkeeper)
or we can do it all.
  • Get info into accounting software efficiently; Create an on-going system
  • Pull information together and
    ‘Close’ your books at month-end
  • Prepare financial statements
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CFO/Controller

This is for you if you want to better use the power of accounting. I’ll help you walk through your numbers to understand & plan.
  • Help you understand your numbers so you can make the right decisions
  • Prepare “what-if” analysis to help you plan
  • Prepare special reports and work with your selected tax CPA for year-end tax filings

Frequently Asked Questions

Here’s some questions I frequently get asked.

I think I need an outsourced accountant, but what can you help with?

Throughout my career I’ve heard from friends, colleagues, and clients: “I hate numbers”, “That sounds hard”, “I hate accounting”.  I like accounting just like you like something else.  We all have our strength.s

What I do is help small businesses create good accounting processes, track their numbers, and then understand their numbers. By helping you with accounting, I’m really showing you how your business is doing which will help you make better decisions.

I am an outsourced accountant which means I am an option if you need accounting help and direction but don’t have the budget for a full-time accountant. We can talk through issues like if you need a lot of help or a little help. I’ll ask questions like: Do you need guidance and double-checks for you or your bookkeeper or do you need your accounting completely handled?  We can work through your needs.

My accounting records are behind, should I be concerned?

Yes, but don’t panic. The good news is that I’ve seen businesses behind in their books, so you’re not alone. The bad news, it’s not a good position to be in and the sooner you get the books up-to-date, the better.  Being behind actually puts you at risk; a couple reasons:

  • You don’t have current information to make good business decisions.
  • You can be at risk with the IRS and can start accumulating penalties.

I’ve helped clients through this problem; I’ve done “clean-up accounting work” and the reality is: sometimes it’s not easy. But don’t give up hope, get help so you can get a plan.

What software do you generally support?

QuickBooks Desktop is the accounting software I generally recommend for small businesses. Many times businesses can purchase specialty software that is tailored for their specific industry, but this software is usually much more expensive.

Note: QuickBooks has an online version — I don’t think it’s as good — so my niche is QuickBooks Desktop.

An important point: there are different viable solutions, but I tell potential clients: which ever one you choose, get an accountant to set it up at the front end — the setup is key.

Can I use QuickBooks Desktop with cloud technology?

Yes. Many times potential clients think they need to use QuickBooks Online in order to share information remotely. However, there are ways to use QuickBooks desktop “in the cloud”  so you can use it from your office and your home.

Can you prepare custom reports?

Yes. My goal is to help you understand your numbers. QuickBooks has some standard reports plus we can work together to create customized reports to help you.

Also, if we need to, we can push the information to an Excel spreadsheet.  You may think that is a horrible choice, but in some cases, it’s actually a good choice.  Here’s the good news:  I have years of experience creating spreadsheets not just for accountants, but for marketing and sales people — I customize them so they are user friendly.

Do you prepare taxes? Do you perform audits?

There are many “types” of accountants. I believe that accountants should specialize and do what they are really good at.

Taxes. My niche is monthly accounting. I do work with tax CPA colleagues who focus on taxes instead of the monthly accounting– that’s their niche. Small businesses go to a tax accountant at year-end to get their taxes done; I am the accountant for the other 11 months of the year. I help monthly … from setting up accounting processes, to tracking your numbers, to helping you use your numbers to run your business.  I believe you should have a pulse on your numbers way before tax time.  So, once we get your books in order I can work with your tax CPA for year-end taxes.

Audits. I don’t do audits. I actually started my career with a CPA firm and used to do auditing, but now I choose to work closely with small business; I don’t want to jump over to being an independent auditor.  Audit is a specialty.  Note: many small businesses don’t need an official audit. If you need an independent audit, we can discuss your options.

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