About Strategic Accounting
Experience and Expertise
I started my accounting career as a controller and eventually moved to a CPA firm in Client Advisory Services. For the past several years, I have worked with numerous small businesses in an ongoing capacity, performing routine accounting transactions, month-end close and preparing necessary financial reporting for management.
I enjoy creating "order out of chaos", whether it is starting from scratch or determining a new organizational method for accounting transactions. Helping a client obtain the transparent financial information they need in a concise, consistent way is one of my greatest rewards.
Services
Customized Accounting Plans for Small Businesses
Create a plan with only the services you need:
- Recording all banking and credit card activity
- Entering Accounts Payable and receipts
- Recording payroll and maintaining related accounts
- Monthly review and reconciliations
- Monthly preparation of management reports
More options are available, so please don't hesitate to reach out!
Training and Support for QuickBooks
As a QuickBooks ProAdvisor, I offer the following:
- Training and support for QuickBooks Online and Desktop
- Consulting on setup and routine processes
- Conversions from QuickBooks Desktop to QuickBooks Online
- Software integration with QuickBooks
Process Development
Remember the "order from chaos"? If your accounting procedures leave you with a literal mess or your methods feel outdated and cumbersome, we can work together to make your life much easier.
- Develop streamlined processes from start to finish
- Declutter and organize paperwork
- Create maintainable methods to stay on track
- Remove duplication and time-consuming tasks
- Devise and implement efficient daily workflows
Let's create a system that actually works with you, not against you!