Consulting

Financial System Implementation and Training - Financial systems consulting involves optimizing, implementing, and managing technology tools (such as ERP, accounting, budgeting, and reporting software) to improve financial reporting, efficiency, and data accuracy. We align financial processes with business needs, and specialize in cloud strategies, data migration, and automation.

Business Entity Selection -  We aid in the strategic process of choosing a legal structure, such as a Sole Proprietorship, LLC, Partnership, S Corporation, or Corporation, which helps to dictate how a company is taxed, managed, and is legally liable. Key factors include personal liability protection, tax treatment (pass-through vs. corporate), and administrative complexity. 

Fractional Controller Services -  As a fractional controller we are a part-time financial expert that provides you high-level accounting oversight, financial reporting, and strategic guidance to your business on a contract or as-needed basis. We offer the expertise of a full-time controller without the high salary, helping businesses manage cash flow, prepare for audits, and improve internal controls.

Cash Flow Management -  Cash flow management consulting is a specialized financial service focused on tracking, analyzing, and optimizing the timing and movement of monies into and out of your business(es). We provide forecasting, expense planning, and operational improvements to ensure liquidity, prevent insolvency, and support sustainable growth. 

QuickBooks -  QuickBooks consulting involves expert guidance on setting up, optimizing, and managing QuickBooks accounting software to improve financial accuracy and efficiency. I am a certified ProAdvisor and provide services including custom configuration, data migration, workflow automation, troubleshooting, and training, tailored to specific business needs.

Business Loan and Commercial Mortgage Loan Assistance -  Both business loan and commercial real estate mortgage loan assistance involve  guidance to help you prepare required documentation, improve creditworthiness, and navigate lender requirements to secure funding. We help with business plan development, financial projections, and document preparation (tax returns, cash flow reports, appraisals).    Loans can be provided by commercial bank lenders, private lenders, the Small Business Administration (SBA), leasing companies, angel investors, and others.