A successful business can be defined in many ways however in its simplest term, it
is a business that is profitable for its owners. Unfortunately, most small business
owners don’t know whether they are profitable. To many, the only indication of their
profitability is the growing size of their bank balance.
Our firm helps small businesses build systems and procedures using the “bottom up”
approach to answer fundamental business questions: Is my business profitable? Am
I doing better than last year? How can I grow my business? Am I in compliance with
Our mission is to make sure that our clients sleep at night.
How do we help you achieve these goals? First, we look at your accounting procedures
and fix them. Then, we help you become a better businessperson or your people in
becoming better associates. We constantly assess your needs and strive for better
IWe provide accounting and bookkeeping solutions to free you up to do what you do
best: talk to your customers, sell your goods, negotiate with your vendors, or take
the day off.
Last but not least, we provide you with business advice based on data analysis (budgets
for example) so that you can implement improvement and make more money.
Businesses that are well-organized and efficient:
- Maintain excellent records
- Manage cash flow
- Use financial budgets
- Control payroll and employees
- Use policies and procedures
Here are areas of business that we may become involved in:
Disorganized and backlogged records have long-term negative financial impacts and
erode the bottom line.
• Fix general ledger issues and catch up bookkeeping data entry
• Reconcile bank accounts and credit card statements
• File on-time and accurate sales and/or payroll tax returns
• Prepare for workers comp audits
• Collect old accounts receivable
I will “clean up” your books so that you regain control and confidence in your organization’s
There are several excellent accounting software packages for small businesses. One
of the best is QuickBooks.
• Great accounting data customization
• Sophisticated financial reporting
QuickBooks can be the source of much trouble when used incorrectly. I will “tutor”
you on what works best for you and your business, offer you procedures to safeguard
your assets, and be available for questions.
Your business will have a better chance to grow and be financially successful when
you have control and confidence in your accounting and bookkeeping.
• Correct software set up and training
• Recognize in what ways you can grow your business and be more successful
• Prevent wasting money in overpaid taxes, unnecessary fees, penalties and interest
I will set-up the software, train you and/or your staff, and create sophisticated
financial reports. This can prevent wasting money in overpaid taxes, unnecessary
fees, penalties and interest and best of all, enable you to recognize in what ways
you can grow your business and be more successful.
Small business owners wear many hats: they meet with clients; prepare estimates;
manage employees; deal with inventory, computers, vendors, bankers, lawyers, and
of course must keep up with the bookkeeping.
• Engage a professional to manage your accounting and high-level management tasks
• Free up your time and energy to concentrate on what you do best while knowing that
the work is handled by a professional.
• Gain control and flexibility
As your business manager, I will work within your schedule, when you need it.
Small businesses need as much, if not more, knowledgeable financial and accounting
advice as large businesses. I will provide you with sound financial analysis that
answers your questions and helps you be more successful.
When major financial issues need to be addressed, such as securing a line of credit
or opening a new location, I will provide you with the financial analyses and advice
you will want and need to make well-informed decisions.
On Going Assessment
When your business grows, your original software set up may no longer meet your business
needs. Whether you are adding employees or require additional reports, you will want
• Software upgrade
• Preparation and use of budgets and forecasts
• Custom reports to plan and benchmark your business growth
Budgets and forecasts are an integral part of being successful. I will create all
the reports you will want to use to plan and benchmark your business growth.
Having employees adds new levels of challenges to your business. Whether you wish
to offer a 401(k) retirement plan, medical insurance or have human resources issues,
I will provide you with critical research and available options that will enable
you to manage your employees successfully.