The businesses I work with.
From one-person shops to teams with their own accounting staff: who I help, how we work together, and what they say.
Small businesses that have outgrown the shoebox
My clients are great at what they do. Most have been handling the office work themselves, or leaning on family to do it. Some have fallen a few months behind. Some have fallen a few years behind. Either way, we start where you are.
If you don't use accounting software, that's fine. We'll figure out together whether you need it, or set up simple systems that make tax time easier.
Every business gets a seat at the table
Some clients hand me the whole back office. Many others meet with me just once a quarter, so we can make sure the books are on track and there are no surprises at tax time. Both are exactly the kind of work I want to do.
My goal is simple: help as many local businesses succeed as I can.
Four meetings a year.
No tax-time panic.
One client,
the whole back office
Here's what that looks like in practice. A shareholder in three related companies came to me with almost ten years of tangled records. This is what we tackled together.
One shareholder, three related companies, each with its own mix of owners. Nearly a decade of owner loans, advances and payments between them, and none of it had ever been reconciled.
On top of that: payroll run through an outside service, insurance that hadn't been reviewed in years, and project costs that were hard to see.
Books
- Rebuilt years of disorganized records into clean, accurate books
- Untangled the money moving between all three companies
Payroll & HR
- Brought multi-state payroll in-house, with workers' comp to match
- Managed temp staffing agencies to keep projects staffed and on schedule
Operations
- Trained staff with simple guides for tracking project expenses
- Set up electronic vendor payments
Insurance
- Reviewed every policy and restructured coverage to fit the business as it is today
The result: books they can trust, lower payroll costs, and a clear view of what each project really costs.