Do you have accounting staff in place, but need streamlined processes to ensure you have accurate financials?

Would you like to have a better grasp on your company’s numbers?

I can train and mentor your accounting staff/bookkeeper to provide reporting with the highest level of accuracy.

PACKAGES INCLUDE training and mentorship on the following skills:

• Bank & Credit Card Reconciliations

• Monthly or Quarterly Accounting (unaudited) Reviews

• Standard & Enhanced Reporting

• Setting, tracking, and reviewing benchmarks (KPIs)

• Accounts Payable / Receivable Reviews and Trend Reporting

• Asset & Liabilities Management

• Adjusting Journal Entries

• 1099 Preparation and Filing

• How to effectively execute a Year-End Tax Planning Session and Review with a CPA

• QuickBooks Setup and App Integration

• QuickBooks Cleanup

• Payroll Reconciliations

• Inventory / COGS management