Former VP Finance with experience in manufacturing, retail and professional service industries. Now accepting clients.
Services include:
- Weekly or monthly meetings with the management for planning and presentation of reports
- Overseeing internal or external A/P, A/R, account reconciliations, payroll
- Training inhouse staff on bookkeeping
- Product costing and pricing
- Software selection and implementation assistance (ERP, CRM, Time & Attendance, etc.)
- Benchmarking measurements and reporting
- Generating business reports
- Risk management and strategic planning including analyzing financial implications of potential business decisions
- Loan application reports
- Budgeting and cash flow management
- Identifying key performance indicators (KPIs) based on company goals
- Determining relevant data related to KPIs
- Identify technical requirements for data capturing

Many businesses can be and have been successful without a Financial Manager, when a company is small all employees must wear nearly all hats, there’s also typically not a budget for hiring specialized employees. But as the company grows, the need for
specialized education and experience increases.

As many companies have hired full time Financial Managers and found that many of the tasks that they’re performing could be completed by a more cost effective entry-level employee. We can wear the Financial Manager hat within your business and become an integral part of your management team, without the cost and commitment of a full time employee.

Every business needs a bookkeeper. Most small businesses manage their own books when there’s limited data and transactions. As you grow and continue to do it inhouse, it can often become a mess as bookkeeping becomes a chore that gets in the way of business and client management (been there, done that). We’re here for any small business that is too small to hire a full-time trained bookkeeper, and too big to attempt to do it independently without formal training.

As fellow entrepreneurs, we take (excellent) care of the stuff you might find boring and annoying. We won’t simply send you a stack of financial reports at the end of the month or year – we know most of it is irrelevant to you anyway. We’ll take the time to
understand what is relevant and communicate the numbers to you in a way that makes sense, and helps you make critical decisions.