(971) 808-1607
ON YOUR LEFT! FINANCIAL CONSULTING
Non-Profits, Small Businesses, and Individuals
WHAT I OFFER
My clients are able to concentrate on their key services and programs because I'm with them every step to the way, providing solid financial ground to step from. Whether you're seeking a bookkeeper, financial consulting services, or financial management, I can meet your needs. I care about all of my clients and want them to succeed in the long run. For this reason, I provide consulting services that are catered to my clients’ specific needs. Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you. Contact me today to learn how I can support your organization or business with top-flight financial consulting.
A Comprehensive Approach
NON-PROFIT ORGANIZATIONS
Non-profit organizations are one of the fastest growing business sectors, and my area of expertise. Whether you're beginning to develop your non-profit's financial operations, growing into the next stage of your organization's evolution, or a long-established non-profit looking for a steady hand, I am ready to steward your organization's finances so that you can concentrate on what matters: the mission.
Expert Guidance
SMALL BUSINESSES
Small businesses are the lifeblood of our community. As a financial professional, my goal is to provide efficient, straight-forward bookkeeping and accounting that makes sense, no matter your level of experience. I provide customized solutions to all of my clients, and am an results-oriented professional. I will work with you every step of the way to insure your business is covering all the bases.
The Path to Success
INDIVIDUALS/SELF-EMPLOYED
Whether you're an creator or a curator, operating on your own can be challenging. I can take the mystery out of your finances, and help you build your business. I’ll go the extra mile to make sure you're completely satisfied with my work. Have a specific project that requires professional attention? My services are designed to tackle even the most complex projects.
SERVICES
FULL CHARGE BOOKKEEPING
I provide full cycle bookkeeping services, covering all your accounting needs including financial statement reporting. Services include accounts payable, accounts receivable, payroll, and benefits administration, as well as general ledger maintenance and trial balance preparation. Bank reconciliations and financial statement preparation are available, on the client's preferred scheudle.
TAX AND AUDIT PLANNING & PREPARATION
All businesses need to plan ahead for annual tax filings and, depending on your industry, annual or semi-annual financial audit reviews or full third-party audits. I provide timely and effective planning and preparation services for these events to ensure your business is fully in compliance with the law. The health of your business or organization is paramount, and I'll work with you to catch any problems before they become potential issues. I specialize in non-profit and not-for-profit annual IRS 990 filings, and welcome working as either first or second party preparation and oversight.
FINANCIAL CONSULTING
Every business can use an outside perspective now and then! Whether you're just getting off the ground, planning to expand your programs and services, or entering a strategic planning process, my experience and keen eye for detail can make the difference for your financial future. On an ongoing or as-needed basis, I work with my clients to plan new ventures, complete specialized projects, and provide a check-and-balance to existing operations. Special projects, like general ledger clean-up, accounting systems implementation and migration, and financial planning, can be tailored to your specific needs. For non-profits, I offer development of fundraising and grant strategies, financial bootcamp for Boards and Managers, financial dashboard development, and other special projects that can enhance your organization's financial health and well-being.
CONTACT ME
If you're looking for capable, confident financial services, contact me today and see what I can do for you.
(971) 808-1607