Consulting Services

You like the feeling of knowing how your systems work and don’t want to outsource the financial tasks. But you’re stuck – and its beyond what an internet forum or a how-to video can tell you. Consulting is my opportunity to teach you the skills you need so that you can go forward continuing to do it yourself.

Services Provided

  • Quickbooks Help/Guidance – Whether its Quickbooks Online or a prior version, let me help you discern what you want to know about your financial records and teach you how to use the system in a way that maximizes your outcomes. I can also help you with integrations, reconciliations and other miscellaneous tasks within Quickbooks.
  • Starting a Business – Opening a business involves a lot of paperwork, let me help you navigate what registrations you need to position yourself to operate effectively
  • Accounting Information System Reviews and Recommendations – While Quickbooks is the dominant accounting information system for small businesses, there are a plethora of other software out there that might be better tailored to your business. With a specialty in information systems, I’ll use my expertise to ensure that you’re only paying for the level of software that you’re actually going to use.
  • Microsoft Product Training – Today’s business runs on Microsoft Word, Microsoft Excel and a multitude of other ancillary products, I can help you to understand how to get the most out of your Microsoft license and how to leverage products you’re paying for but not using, to streamline your business.
  • Business best practice reviews – Every business sector has standards and best practices. Let me show you what those are in the financial corner of your business so that you can establish procedure and process that aligns with the most efficient way of doing things.

Cost

Consulting services are charged per hour at $75, rounded to the nearest quarter hour for actual work done unless otherwise specified in our engagement letter.

Does consulting sound like too much do-it-yourself? Let me handle the work with one of my CFO Services Option or Accounting Services Option.