This service is sometimes called 'CFO as you grow.' I can fill the role of a controller or chief financial officer, performing hands work such as monthly bank reconciliations and QuickBooks support, or helping you prepare a budget or implement internal controls to deter fraud. I have significant experience in mergers and acquisitions and, if you are planning on selling your business, can help you prepare for due diligence and the tasks that lie ahead. I help non-profit organizations prepare for their annual audits and can prepare financial statements as needed.
Knowledge - Ours is a knowledge-based business. Hold tight to a life-long love of learning.
Integrity - Speak honestly and plainly. Take care with our promises and honor those we make.
Professionalism - Treat everyone with respect. Remain objective, but advocate with skill for all clients.
Courage - Recognize the fear of change. Do not give courage a back seat to discomfort.
Kindness - Care for the less fortunate. We do not know the burdens others carry just by looking.
If you need help....
I hope to hear from you soon! Please call me at the office or leave me your information on the contact form. I'll be with you as soon as I can.