My Services
Do you have a business goal you’re trying to achieve but don’t know where to begin? Perhaps you want to spend more time with your customers and employees but you're bogged down in paperwork? Let me help you. Take a look at my services and contact me if you have any questions or special requests.
Strategic Planning
Growth & New Market Expansion:
Developing dynamic and comprehensive financial models providing a set of assumptions and framework to analyze the opportunity. This tool becomes the foundation through which business decisions can be made. As variables and assumptions change, we update the model to evaluate impact and determine the best course of action.
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Supply & Demand Planning:
Creating dynamic financial models to see fluctuations in supply and demand and how they impact both top line and bottom financials.
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Mergers & Acquisitions:
Providing the structure to help you sell your company, from preparing due diligence material to negotiating the transaction and interfacing with attorneys.
Providing underwriting analysis and document review to help you acquire or invest in other companies.
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Long-term Planning:
Developing 1/3/5/10 year financial plans. Includes goal setting, scenario analysis, risk mitigation plans, pricing analysis, growth strategies etc. Let's figure out how you can reach your goals.
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Accounting
Recording Transactions:
Guidance and advice provided to ensure proper revenue recognition, inventory valuations and GAAP compliance.
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Account Reconciliation:
We'll research why your accounts aren't reconciling (credit card statements, bank accounts, payments, other accounts), fix your debits/credits process as needed and make sure your accounts stay on track.
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Accounting Processes & Best Practices:
There are 3 pillars to accounting processes: consistency, accuracy and efficiency. I will analyze your current processes and meet with stakeholders to suggest efficiencies that will save you time and money.
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Job Costing:
If you can't answer the question "How much does it cost you to ...?" I can help. If you want to accurately track costs and/or need to provide forecasts, estimating, use Bills of Materials, have multiple locations etc. then job costing will be a valuable process for you. We customize the process based on your business and your needs.
Financial Statements
Statement Preparation:
I take your accounting records and prepare financial statements that include income statements, balance sheet, statement of cash flow, members equity (if applicable). You can use this information to secure loans, measure your equity and to simply answer the question "how is my business doing?"
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Audit Preparation and Consultation:
If you're a first time company facing an audit or external review please don't go at it alone. I will ensure your accounting records are in shape and provide all the 'prepared by client' reports that audit firms require. I know what it takes to complete a complex audit and can help you get there.
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Investor Reporting:
Investors can be demanding and have high standards for reporting on their investment. I create financial packages that will satisfy their needs without burdening you or your staff. Together we'll give them confidence in your company's ability to meet their expectations.
Funding Needs
Bank Financing:
I compile everything a bank needs to underwrite your business and find the right lender for your needs.
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Constructing Financing:
Construction financing has many intricacies. I streamline the draw process and work directly with loan administrators and inspectors. Policies are put in place with sub-contractors so they clearly understand your invoice expectations.
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Equity Placement:
Identifying the right equity partner to invest in your company is critical. Culture and goals must align to have a win-win relationship. I've worked with both small and large private equity firms and can help you navigate this process.
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Bank Reporting & Credit Compliance Testing:
Once you have a loan you'll have reporting requirements and compliance testing to ensure the loan is in balance. We set up the schedules, compliance certifications, measure your company's progress and forecast to prepare for any future issues.
Organization and Human Resources
Payroll:
I provide payroll processing services using software of your choice. I can also provide the critical review to ensure employees are paid accurately and on time.
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Human Resources:
I can add structure to your HR team including policies and procedures that ensure the company is protected and increases employee retention. It's a delicate balance but critical output.
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Accounting Implementation:
Businesses quickly outgrow Excel. I research and recommend the right software packages for your team and budget. This includes basic accounting software up to full integrations that include virtual accounts payable, contract management, job costing and project management.
Risk Management & Insurance
Insurance:
I can work with your insurance broker to ensure you are adequately covered at the right price. I will ensure that your broker gets competitive "bids" for your business so you receive the value. Understanding underwriting policies, I can help minimize your premiums without sacrificing coverage.
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Policies:
I have experience placing insurance policies for general liability, umbrellas, property, professional practice, employment practice, directors and owners, completed costs and workers compensation.
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Construction Insurance:
The construction industry can have complex risk management needs as each build is unique and can have different insurance requirements. I can help you navigate these requirements.