Accounting  services


Today’s economy is fickle at best, uncertain at worst. And in a volatile economic environment
such as this, your business’ profitability matters more than ever. Growth, above all else, makes the difference between a good year and an incredibly successful one.


The accounting services I provide fall under two separate, but vital categories: 

Guidance  and   Navigation

  • Liquidity analyzation and cash flow forecasting
    • An overall state of the organization assessment and future-proofing your cash flow future
  • Working capital and profit improvement
    • Evaluation of your business’ profits versus its liabilities with the aim of increasing your financial gains
  • Cost reduction
    • Bottom line: savings. Evaluation of your overhead and expenditures geared toward converting both into investment into your business’ future
  • Financial modeling and development
    • Analysis of your current financial standing and comparison against proven successful models
  • Financial reporting for specific uses and audiences
    • Target-based reporting that is both
      cost-efficient and tailored to both the needs of your organization and the ones you serve
  • Provide operational and financial transparency
    • Honest, forthright and no-holds-barred corporate financial analysis, with clear motives and a clear-cut path to success
  • Ratio-analyses development
    • Weighing your liquidity, profitability and solvency against years past, and those of your competitors
  • Accountant & Controller hiring and training assistance
    • 25+ years of experience in the field lends unique insight into hiring individuals as passionate about an organization’s financial success as myself

CFO Services

small business accounting

taking   care  of  you


As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter we'll do the following things

for you...

  • Reconcile your bank account
  • Generate an income statement
  • Generate a balance sheet
  • Clean up your general ledger
  • Provide unlimited consultations

These tasks form the solid foundation of your small business accounting system. 


tools  of  the  trade

  • Quickbooks
    • Training, management and consulting for
      one of the industry’s most comprehensive accounting tools 
  • Epicor
    • Education and in-depth, scalable analysis of
      your business’ records utilizing one of the industries most respected ERP systems