My goal is to partner with small businesses on their growth journey, helping to free up their valuable time to focus on driving their business forward. I specialize in managing day-to-day accounting functions and providing fractional CFO services, drawing upon my experience at all levels in internal accounting for both manufacturing and service-oriented businesses in the private sector. If you have a small business in the Central NY region in need of financial business partner support, please reach out!
In our role as your financial business partner, we handle essential day to day accounting functions including customer billing, receivables, and cash applications. Our services also encompass payables, expense report processing, and sales and use tax reporting. We offer fixed asset tracking and assist in financial statement preparation and analysis, along with performing balance sheet reconciliations to ensure accuracy. For businesses seeking support, our fractional CFO services are designed to streamline these critical financial processes.
Some businesses require financial oversight through a Financial Controller or CFO but may not be ready to hire someone full-time for that role. I can serve as your financial business partner on a fractional basis, providing the essential support your business needs. Whether you're looking for help with day-to-day accounting functions or need tailored fractional CFO services, I can create a program that aligns with the level of involvement your business requires.
We offer a range of services that include, but are not limited to, a comprehensive financial process review and recommendations for improvements to optimize day to day accounting functions. Our team conducts careful audits of any financial process, and we can assist in implementing new accounting software tailored to your needs. Additionally, we perform breakeven analysis and support businesses in converting from cash-based accounting to accrual-based accounting. Setting up a job or project costing system is another area where we excel, ensuring that charge out labor rates and material markups maximize your profits. As your financial business partner, we also provide fractional CFO services to guide you through these essential financial management tasks.
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