Here’s how I work with businesses in different sectors:
Food & Beverage
With over 20 years of experience in the food and beverage industry, I know how difficult it can be to manage restaurant accounting, payroll, and inventory. The constant need for accurate tip reporting, point-of-sale integration, and cash flow management can be overwhelming. I work alongside coffee houses, restaurants, and bakeries to provide customized solutions that make operations smoother and ensure your financials are always on track.
Retail
Retail businesses often struggle with maintaining accurate inventory and managing cash flow during busy seasons. I help you streamline your accounting processes, whether it's tracking accounts receivable, optimizing profitability, or simply staying organized during the seasonal rush. Together, we’ll make sure your financials are as strong as your sales.
Professional Services
Law firms, consulting agencies, and other professional service businesses face unique challenges in keeping their financials organized while providing top-notch client service. Whether it's managing cash flow or providing in-depth bookkeeping, I handle the financial side so you can focus on delivering the best possible service to your clients.
Startups and Entrepreneurs
Getting a startup off the ground comes with its fair share of financial hurdles. From managing limited cash flow to preparing for investor presentations, the pressure is high. I work with startups to create a strong financial foundation, ensuring you’re set up for growth and success right from the beginning.
Free Initial Consultation
I offer a free one-hour consultation to help potential clients understand how our services can benefit them. This is an excellent opportunity to assess your needs and help guide you to the best package for your business.
Customized Packages to Fit Your Business Needs
Tailored packages are available to meet the specific requirements of your business, based on its size and growth stage. Our bundled subscription services ensure predictable costs and provide solutions that support your business’s success—from foundational setups to comprehensive accounting management.
- Basic Package (For Small Startups or Very Low Volume Businesses)
Includes:- Setup/Review of QuickBooks Online
- Basic bookkeeping (monthly)
- Reconciliation of accounts (monthly)
- Monthly/Quarterly or Annual Sales Tax Filing
- Payroll for up to 5 employees
- Basic financial reports (monthly)
- Standard Package (For Growing Small Businesses)
Includes:- Bookkeeping and account reconciliation (biweekly)
- Payroll for up to 20 employees
- Benefit administration
- Financial statements (monthly)
- Budgeting and cash flow management
- Accounting software setup and maintenance
- Premium Package (For Established Small to Mid-Sized Businesses)
Includes:- All services in the Standard Package
- Payroll for up to 50 employees
- Customized financial reports (monthly/quarterly)
- Business consulting (strategy sessions, profitability analysis)
- Unlimited support for audits and compliance
- Cash flow forecasting and management