With an extensive 25 years under my belt as a managerial accountant, I have grown my skills and experience. I can offer a broad spectrum of skills and product packages to you and your business. These skills give me the edge to integrate and transform your business with strategic consulting, to drive your companies focus and financial decisions towards your business goals.
My time as a managerial consultant has taught me to be true to myself and true to my values, allowing me to dive into my biggest passion of giving back to my community and adding value, that can change peoples lives.
I run my business with a robust set of values, giving me an unwavering ethical view on how to build client partnerships.
I have developed a series of packages that makes your choice for your business easy, with a clear understanding of cost vs value.
With an extensive 25 years under my belt as a managerial accountant, I have grown my skills and experience. I can offer a broad spectrum of skills and product packages to you and your business. These skills give me the edge to integrate and transform your business with strategic consulting, to drive your companies focus and financial decisions towards your business goals.
Brand tone of voice
Our tone of voice is friendly and informative – communication that will deliver empowerment and unwavering values through all marketing channels.
Copy should be short and punchy, without confusing the reader with jargon and long-winded explanations.
Authentic
Collaborative
Honest
Respectful
Trustworthy
Purpose
My purpose is to deliver my expert managerial accountant skills to my client’s businesses with trust, integrity
and respect while building strong collaborative relationships, while adding value and growth opportunities for
my client’s businesses to thrive.
Values
- Collaboration
- Honesty
- Integrity
- Respect
- Equlity
- Trust
Vision
Consulting / freelance accounting.
I want to deliver the advantages of a managerial consulting accountant to your business, with my values at the core of everything I do. While growing my current business and skill set.
QuickBooks Online Subscription included
$15 per month(Set up Consultation)
| Value add | Client | numb3rs |
|---|---|---|
| Invoice Clients | ✓ | – |
| User friendly app | ✓ | – |
| PC login | ✓ | – |
| GPS Mileage tracking | ✓ | – |
| Bank download and categorizing | ✓ | – |
| Accept Credit Card payments | ✓ | – |
| Income & Expense summary | ✓ | – |
| Receipt Collection& Storage | ✓ | – |
| QuickBooks Online Subscription included | – | ✓ |
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Starting at $250 monthly
| Value add | Client | numb3rs |
|---|---|---|
| Purchasing | ✓ | – |
| Reciept collection & storage | ✓ | – |
| Bill entry | ✓ | – |
| Bill payment | ✓ | – |
| Job costing | ✓ | – |
| Sales | ✓ | – |
| Invoice Preparation | ✓ | – |
| Payment receipt recording | ✓ | – |
| Sales Tax Tracking & Returns | ✓ | – |
| Employee time tracking | ✓ | – |
| Cash Flow Management | ✓ | – |
| Bank download & categorizing | – | ✓ |
| Bank Reconciliations | – | ✓ |
| Income & Expense Reporting | – | ✓ |
| Balance Sheet Reporting | – | ✓ |
| Statement of Cash Flows | – | ✓ |
| QuickBooks Online Subscription included | – | ✓ |
Starting at $500 monthly
| Value add | Client | numb3rs |
|---|---|---|
| Purchasing | ✓ | – |
| Reciept collection & storage | ✓ | – |
| Bill entry | – | ✓ |
| Bill payment | – | ✓ |
| Job costing | – | ✓ |
| Sales | – | ✓ |
| Invoice Preparation | – | ✓ |
| Payment receipt recording | – | ✓ |
| Sales Tax Tracking & Returns | – | ✓ |
| Employee time tracking | ✓ | – |
| Cash Flow Management | ✓ | – |
| Bank download & categorizing | – | ✓ |
| Bank Reconciliations | – | ✓ |
| Income & Expense Reporting | – | ✓ |
| Balance Sheet Reporting | – | ✓ |
| Statement of Cash Flows | – | ✓ |
| QuickBooks Online Subscription included | – | ✓ |
Services
- Evaluation of controls and recommendation
- Tax for both individuals and companies
- Monthly, quarterly, annual reviews
- Collaboration on misc projects
- Insurance audit representation
- Financial metrics & analysis
- Consulting
- Training
Add on Services
Sole Proprietor Income tax return preparation: up to 5 tax document and 3 dependents (add on option to self employed menu) $15 per month (180 annually)bookkeeping/clean up extra.
Payroll Service:Starts at $150 per month 1-5 employees, bi-weekly payroll includes all tax deposits and quarterly/annual filings.
Financial Statement analysis starting at $500 (doesn’t include clean up work)
Income Tax Preparation starting at $75 (2 tax documents, single filer)
Strategic planning session starting at $400
Consultation 15 min @$25
Employee training
Misc projects
Add on Services
Sole Proprietor Income tax return preparation: up to 5 tax document and 3 dependents (add on option to self employed menu) $15 per month (180 annually)bookkeeping/clean up extra.
Payroll Service:Starts at $150 per month 1-5 employees, bi-weekly payroll includes all tax deposits and quarterly/annual filings.
Financial Statement analysis starting at $500 (doesn’t include clean up work)
Income Tax Preparation starting at $75 (2 tax documents, single filer)
Strategic planning session starting at $400
Consultation 15 min @$25
Employee training
Misc projects
- Tax for both individuals and companies
- Fraud detection
- Training
- Evaluation of controls and recommendation
- Insurance audit representation
- Collaboration on misc projects
- Monthly, quarterly, annual reviews
- Financial metrics & analysis
- Consulting
Years in Business
Projects
Clients
Staff Members
Strategic intent word cloud
