Accounting Services

As a firm, we are moving away from the CPA’s once traditional role of the bookkeeper to one of outsourced controller or CFO. As we’ve made this transition, we are finding our clients are much more satisfied with the services we provide than under the old model.

Even small businesses need some high-level expertise, but it’s not cost-effective for them to hire a full-time executive with the skills necessary. Instead, I encourage and even assist in the recruitment and training of qualified bookkeeping personnel for my clients (even if that’s the owner). I then supervise their work product, either annually, quarterly, or monthly depending on the size and financial reporting needs of that business.

Hands-on Training
Perhaps the most successful approach is that, whenever possible, I work with you or your bookkeeper while doing the year-end reconciliations and cleanup work.  Co-working this way allows me to communicate exactly those items that need attention in your company.  This investment in you or your staff makes subsequent years significantly less time consuming and costly to complete.

Accounting Software
In addition, I can help you choose and implement an accounting software solution; including QuickBooks Online, Hosted QuickBooks, and others.

Consulting and Business Planning
One of the little-known advantages that an experienced CPA has is the first-hand experience with hundreds of different business models. Each year, we get an intimate first-hand look at how various businesses performed. While I can never share privileged information, I am often my client’s most trusted business advisor.  I offer insights into the effect of legislation, the economy, and their own plans on their business.