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Services

Chart of Accounts Design

I create and remodel charts of accounts so they reflect industry standards while also giving you the right level of detail for your business. If your current chart of accounts is outdated, too broad, or not giving you the information you need, I can help rebuild it into something more useful and meaningful.

Bookkeeping

I provide bookkeeping support designed to keep your financial records organized, accurate, and up to date. Whether you need ongoing support or help getting things back in order, I can step in with a detail-driven approach.

Cleanup & Reconstruction

This has become one of my fortes. When books are messy, incomplete, or no longer reliable, I can step in to rebuild the structure and bring the financials back into focus. I’m especially attentive to details that others may miss, and I’m known for uncovering issues that can make a real difference in the accuracy of the records. Careful review in this area has revealed significant unsubstantiated expenses in a yacht management company, underscoring just how valuable this work can be.

Reconcilations

Reconciliations are often overlooked, but they are one of the most important parts of maintaining accurate books. I take reconciliations seriously and complete them with precision and consistency. It’s an area where I’ve earned a reputation for being especially precise with reconciliations, and that attention to detail helps ensure the financials are reliable.

Year-End CPA Support

I provide year-end support to help prepare financial information for your CPA. This can make the year-end process smoother, more organized, and less stressful.

Financial Reporting

I prepare and organize financial reporting so you can better understand what your numbers are telling you. Clear reporting can give you the insight you need to make more informed business decisions.

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