Skip to main content Accessibility Feedback


Learn more about the services I can provide to help you manage your business.

Financial Reporting

Periodic review of your financial results so you know where you stand.

Know Your Numbers

Monthly or quarterly management report review:

  • Balance Sheet
  • Profit & Loss Statement
  • Cash Flow Statement
  • Sales Analysis
  • Budget

QuickBooks Consulting

QuickBooks assistance for Desktop and Online products.

Getting Help with QuickBooks

  • Setup of QuickBooks accounting software
  • Evaluation of existing QuickBooks setup
  • General QuickBooks troubleshooting
  • Best practice tips and processes

Management Consulting

Development of processes to help keep your business running smoothly.

Protect Your Business

Consistently applied and well designed processes help protect your business assets and ensure the accuracy of the information you use to make decisions day-to-day. They can be financial or operational in nature, and can be manually done by a person or automatically performed.

  • Evaluation of any existing company processes
  • Recommendations for additional processes
  • Segregation of duties analysis


After an initial consultation, an estimate of hours to complete will be developed. Then a fixed fee will be quoted based on this estimate. Additional work will be agreed upon prior to completion, and billed at a quoted hourly rate. Referral and other discount rates available.