Individual Consultation

Can I interest you in a conversation?

I'm happy to provide a free consultation for the purpose of gaining information and discussing opportunities and challenges.

Communication Management

As a Quick Base Solution Provider, I have over 5 years experience designing and implementing custom Project Management and CRM tools. I can deliver straightforward solutions to solve complex business problems— helping your business succeed.

 

By connecting teams and data everywhere, I can customized apps to improve business processes and workflow. With QuickBase online project management software, you can eliminate manual tasks and keep your team working on what matters most. Bring people and processes together within a secure, integrated workspace in the cloud.  

 

  • Achieve higher levels of productivity.

       Empower everyday problem-solvers in your business to turn their               ideas into customized apps.

 

  • Team Collaboration & Task Management

       Get everyone on the same page and move projects forward quickly,         efficiently and with transparency.

 

  • Take advantage of new opportunities.

       As conditions change, update your apps with real-time information

       to gain a competitive advantage.

  • Gain greater insight into your performance.

       Drive insights from your apps.

Bookeeping

You can expect practical suggestions as well as creative ideas to cut costs and enhance your business development.

 

  • Maintenance of accounts receivable, accounts payable and payroll processing.

  • General ledger maintenance.

  • Company invoicing.

  • Collection account management.

  • Auditing past transactions and bringing your books accurately up to date.

  • Create a comprehensive Chart of Accounts, customized for your own business.

  • Bank and credit card reconciliations.

  • Processing payroll or integrating outside payroll services into your accounting system.

  • Reporting payroll liabilities and taxes.

  • Preparation of monthly Financial Statements.

  • Month-end and year-end closing.

  • Revenue and expense forecasting.

  • Monitoring Cash Flow.

  • Preparation and filing of Business & Sales Tax Returns.

  • Processing year-end forms (W-2, 1099)

  • Managing insurance, employee benefits, and Workers Compensation.

  • Assisting in any loan (mortgage, line of credit) needs. 

  • Annual budgeting. 

Business Management

When making informed decisions, my clients' goals are the top priority, on a daily basis. A full range of financial management services can provide a keenly analytical examination of your business operations and procedures to identify areas where performance can be improved and problems can be avoided.

 

Management of company financial administration, inclusive of the following:

  • Evaluate the state of your financials, making recommendations and implementing improvements.

  • Financial planning; comprehensive budgets and related operational controls.

  • Financial analysis & reporting; year end coordination with accountants.

  • Cash management and cash flow projections.

  • Negotiation and implementation of contracts and letters of agreement.

  • Advise and counsel on matters of legal representation, accounting, insurance and personnel.

  • Employment Agreements.

  • Review insurance for adequate & proper coverage. 

  • Implementation of credit card processing.

  • On-site records management & storage.

 

As a courtesy to my clients, I will gladly refer accountants, attorneys, real estate brokers, insurance specialists and other business professionals as needed or requested.

SERVICES