Services

Some of the issues I can help you with include:

• Setting up ways to get paid by your clients faster.
• Figuring out the best way to pay your employees and manage your bills.
• Developing compensation plans that are fair and easy to implement.
• Determining the best time to hire new employees.
• Hiring a new bookkeeper or CPA.
• Determining how much to pay yourself and how much to reinvest in your business.
• Providing clean financials and pro formas to your banker.
• Staying cash flow positive, especially in periods of rapid growth.
• Deciding whether you can afford to:
  • Buy new equipment.
  • Hire more employees.
  • Lease a bigger space.
  • Exhibit at trade shows.
  • Upgrade your website.
  • Increase your marketing spend.

In accountant speak, I provide the following services:

• Financial reporting
• Management dashboards
• Budgeting preparation and monitoring
• Cash flow forecasting
• Training and hiring bookkeeping staff
• Ratio and trend analysis
• Developing collection policies & procedures
• QuickBooks or MYOB training
• Compensation planning
• Liaison with your CPA, insurance agent(s), banker, and lawyer