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My approach
My approach
Working with me is the best combination of professional & personal - I left the corporate world in favor of building relationships. After working together to define a clear & thorough scope of work, I provide a montly flat-rate fee. As a business owner, I appreciate a fixed expense, and as a person, I appreciate feeling like I can reach out to a partner without getting billed each time.
Below are the broad categories I use in providing a quote (...along with pictures of my cat)
Clean-Up
Clean-Up
If you think or know something isn't quite right, we'll figure it out and fix it at the source.
Catch-Up
Catch-Up
Don't worry if your financials have fallen behind - you've had better things to do as the owner. We'll get you caught up.
Integration to a new system
Integration to a new system
Maybe it's time to move to a new software solution. My expertise with data management and imports will simplify the process, saving you money.
Ongoing Maintenance
Ongoing Maintenance
With a flat rate, you will always know exactly what reporting to expect and how much it will cost each month - no surprises.
Are you up to date on all of these? Forecasting, immediate cash needs, financial reporting, insight into profit drivers, key metrics tracking, monthly & yearly close processes, bank reconciliations, sales tax tracking (including nexus), payroll & payroll taxes, corporate tax compliance, appropriate insurance coverage, transaction review & categorization, past due collections, A/R & A/P workflow automation, the list goes on & on ... If not, let's talk about how I can help.
Rent Manager Certified
Rent Manager Certified
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