Many new business owners know the ins and outs of their product or service but know very little about what I call the "business of being in business" - back end accounting and operational processes that often are overwhelming and confusing. My consulting services are designed for the entrepreneur or business person who needs help in these areas.

QuickBooks® Set Up for PC and Mac

• Purchase software if needed (receive ProAdvisor's® 20% discount off retail price)
• Software installation and registration
• Customize file set up to meet current business's needs and resources
• Create customized forms to include client logo
• Meet with client to discuss business reporting needs and accounting and operational resources
• Recommend CPA or establish contact with client's CPA
  (ensures financial statements will provide adequate information for tax preparation)
• Train client on new processes or QuickBooks® functionality
• Educate key stakeholders about accounting fundamentals
• Assist with hiring a bookkeeper or support person

QuickBooks® Light and Comprehensive Clean Up for PC and Mac

• Recommend CPA or establish contact with client's CPA (ensures financial statements will provide adequate information for tax preparation)
• Review file for financial accuracy
• Review file set up
• Obtain basic understanding of business operations and make file set-up recommendations
• Correct file set up if needed
• Work with client to clean up data
• Meet with client to discuss business-reporting needs as well as accounting and operational resources
• Train client on new processes or QuickBooks® functionality
• Educate key stakeholders about accounting fundamentals
• Assist with hiring a bookkeeper or support person

Quickbooks training for PC and Mac

• Create customized Quickbooks® training session based on clients needs, minimum 3-hour session

• Educate key stakeholders about accounting fundamentals

New Business Set Up

• Help establish business bank account or merchant account if needed

• Help obtain proper insurances for general liability and worker's compensation

• Help establish re-sellers permit and educate client on basic sales tax requirements

• Provide basic information regarding payroll tax requirements for companies with employees

• Assist with hiring of payrolling company and implement all related accounting processes

• Recommend CPA or establish contact with client's CPA

• Review entity legal status with CPA (ensures financial statements will provide adequate information for tax preparation)

• Educate key stakeholders about accounting fundamentals

• Set up QuickBooks® file and customize to client's needs and resources

• QuickBooks® training

• Develop and integrate accounting and operational processes customized to the client's resources and needs

• Assist with hiring a bookkeeper or support person

Interim Controller Services

• Recommend CPA or establish contact with client's CPA
  (ensures financial statements will provide adequate information for tax preparation)

• Develop and integrate accounting and operational processes customized to the client's resources and needs

• Assist with hiring accounting and operational personnel

• Accounting staff assessment, training and development

• Assist with hiring of payrolling company and implement all related bookkeeping processes

• Act as liaison (or interpreter) between business and CPA

• Provide primary contact point for CPA, lawyer, financial institutions and key vendors

• Work with financial institutions to establish lines of credit
• Develop month-end closing processes that ensure integrity of financial statements
• Prepare year-end financial statements and work with CPA to ensure timely and accurate completion of tax returns

• Present financial statements to key stakeholders, board members or auditors

• Assist with accounting aspect of legal entity conversions

• Participate in product development to ensure accounting processes and resources support company sales objectives

• Continually identify accounting inefficiencies and implement improved processes