Services
Service 1: Ledger Cleanup
Historical Cleanup & Ledger Repair
If your books are behind, inconsistent, or difficult to trust, I help identify the source of the problem and clean up the records at the transaction level.
Examples may include:
- Unreconciled bank accounts
- Accounts payable issues
- Accounts receivable discrepancies
- Clearing account problems
- Prepaid expenses
- Accrued expenses
- Balance sheet cleanup
Service 2: Monthly Reporting
Monthly Reporting & Financial Oversight
Once the books are reliable, I provide ongoing maintenance and reporting so you always know where the business stands.
Services can include:
- Bank reconciliations
- Subledger maintenance
- Financial statements
- Balance sheets
- Profit and loss reporting
- Reporting review discussions
Service 3: Workflow Automation
Accounting Workflow Automation​
Reduce manual work by improving how financial information moves through your business.
Potential examples include:
- Spreadsheet automation
- Data imports
- Document workflows
- Recurring reporting
- Power Query solutions
- Power BI dashboards
Service 4: Power BI & Management Dashboards
Accounting Workflow Improvement​
Turn accounting and operational data into visual reporting that helps leaders identify trends, risks, and opportunities.
Example areas supported by your existing portfolio include:​
- Cash flow forecasting
- Cash runway analysis
- Revenue variance analysis
- Customer purchasing trends
- Sales opportunity tracking
Working with CPA Firms
I support CPA firms by handling cleanup projects, reconciliations, reporting preparation, and financial organization before tax and advisory work begins.
Get Your Financial Records Back on Track
Whether you’re dealing with historical accounting issues, reporting challenges, or workflow inefficiencies, the first step is understanding the current state of the records.
Main Office: 347-929-7681