Services Offered

Every business is unique. Because of this,  accounting and management services needs vary. To meet your company”s needs,  I provide a suite of services certain to fulfill the requirements of virtually any small business.

Over the past 18 years, I have helped thousand of small businesses, just like yours; become the cause of outrageous success.  I have a unique background in operational and financial management that can provide solutions to your organizational, operational and reporting problems while maximizing your opportunities. 

I  provide a range of services in Accounting, Taxes and Management Services, Please review the list below. 

In addition, if something you need is missing, please do not hesitate to call and ask why my services are well matched with your needs.  In addition, if I cannot do it, I certainly know who can.

Accounting

  • Accounting Services for small business
  • Budgeting
  • Cash Flow Management
  • Conversions from Manual to Automated Systems
  • Financial Statement Preparation
  • Full-charge Bookkeeping
  • General Ledger Preparation
  • Payroll
  • Government Reports
  • Monthly, Quarterly Financial Statement Reviews
  • QuickBooks Installation & Troubleshooting
  • QuickBooks Training

Taxes

  • Preparation
  • Semi and Annual Tax Strategy
  • Business Organization and Reorganization
  • Tax Advice
  • Business Works Quarterly

Management Services

  • Advisory Services
  • Diagnostic Review: Operational and Financial
  • Public Speaking & Seminars
    • QuickBooks Seminars
    • In The Black
    • Keep More Than You Make
    • Profit as The First Line of Expenses
    • Time Management & Delegation
    • Organize a Virtual Company
  • Retainers
  • Organization for Management
  • Human Resources Management for Small Business
  • Develop Budgeting System And Reports
  • Loan Application Preparation
  • Develop Special Incentive Or Bonus Pay-For-Performance Programs
  • Business Valuations
  • Review Financial Status And Strategy Of The Business
  • Office Procedures
  • Competitive Benchmarking
  • Personnel Evaluations and Compensation
  • Incentive Plans
  • Turnaround & Bankruptcy
  • CEO Mentoring and Coaching
  • Financial and Operational Analysis
  • Sales Planning and Control
  • Job Estimating System
  • Pricing and Markup Tables
  • Capital Recovery & Replacement Strategies
  • Funded Depreciation Models
  • Management Training
  • Sales Training
  • Job and Product Costing
  • Labor Efficiency Analysis
  • Time Studies
  • Open to Buy Purchasing Systems
  • Lean Manufacturing
  • Cyclical Inventory Systems
  • Turns & Earns Pricing Modules
  • Restaurant Menu Planning, Pricing & Control Systems
  • Startup Strategy and Management

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