I will clean up your books, provide trustworthy financials
& build systems your team can maintain!
No Judgment!
Just Accurate Financials & Efficient Offices
Major Areas I Make the Biggest Impact...
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Getting Books Up to Date, Streamlined & Accurate
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Creating Historical Financials for Your CPA &/or Planning Analytics
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Building Efficient Back of the House Processes for Your Team
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Creating Easy to Interpret Financial Data Dashboards
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Getting Your Organization Compliant with Sales Tax, Payroll Tax, Etc...
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Separating Intermingled Activity Across Multiple Entities or Personal Activity
Say Goodbye To...
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Unreliable financial reports that never seem to align with the running numbers in your head
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Systemic Problems Resulting In Reports taht are unreliable or flat out wrong
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Lengthy & stressful last minute scrums with the CPA around filing deadlines
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Fear Around Making strategic plans with poor or incomplete data
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Worry around regulatory & government compliance, and brewing expensive messes
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Comingled data & finances across multiple entities
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Administrative staff/payroll getting larger without ever solving the needs of the office
