Accounting Records and Financial Reports that Make Sense

I rebuild accounting systems that misstate business activity, confuse the users, or take excessive time or energy to manage.

GL analysis and clean-up

software and workflow improvements - experienced with dozens of accounting and business applications

documentation and training.

Then, in addition to solid and timely balance sheets and income statements, I establish reports you need for decisions and planning.

short- and long-term projections

cash flow plans

budget vs actuals

scenario worksheets

profitability of products and programs.

two notes:

Many clients have me return monthly, quarterly, or annually to make advanced entries, discuss current reports, prepare for taxes, and answer staff questions.

One-size does not fit all when it comes to accounting. Your records and reports need to provide the information you need but that can be managed by the team you have.