| Part
Time Controller
As a part-time controller I become part of your team,
and report to you directly and ensure that you get the financial
information you need, when you need it. I can help you look at where
you are, where you would like to be and help you get there.
Some of the primary areas where I can help are:
1- Managing your entire financial accounting department
2 - Define and implement accounting change initiatives that will
improve efficiency, and add value
3 - Review of your internal controls
4 - Accounting system conversions
5 - Providing a temporary accounting resource to get you through
a crisis situation
6 - Provide leadership to your accounting department including hiring.
training and procedures
7 - Preparing and maintaining a financial budget
8 - Providing sound tax advice on a regular basis
I can usually complete the services you need in as
little as 1 day a week. That means you can realize significant savings
when you compare the cost of hiring a less experienced, full-time
employee to fill this role.
Personal Budgeting
You probably know how much money you made last month
but do you know how much you spent? When you know where your money
goes, you feel more in control, and you know where you can change
your spending habits.
Each month you bring us: the checks you wrote, bank
statements, credit card statements and all cash expenses
and we will track your spending and create an over / under budget
report for you from our discussions regarding your budgeting goals.
Loan Assistance
Business - Personal - Mortgage (great rates)
Business Valuations
Whether you are thinking of buying a new business
or are in the midst of a difficult divorce, the amount attached
to the value of your business is important. I can provide useful
and objective analysis to assist you in the valuation of any business
you have an interest in.
Buying or Selling a Business
Structuring the purchase or sale of a business properly
is a critical step in the process of buying or selling a business.
I have the expertise to guide you through the acquisition/disposition
process by addressing such issues as cash flow analysis and tax
considerations
Financial Planning
A properly structured financial plan enables you to
face any financial challenge that may present itself at each stage
of your life. Through the financial planning process, I can help
you assess your financial needs and develop strategies that will
enable you to achieve your goals and strengthen your financial security.
Investment Review
As you develop your investment strategy, I will act
as your sounding board. I can help you and your investment advisor
build an investment portfolio that takes into consideration the
impact of taxes and produces a favorable after tax return.
Consulting services:
I can help your business identify areas negatively
affecting profitability and growth and develop solutions that are
practical and technically sound. In addition to acting as a sounding
board for management, we provide comprehensive, flexible strategies
that address the issues affecting your business.
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