Free Initial Consultation
My goal is to be of value to small business owners. All of my services include a free initial consultation. The consultation is designed to allow me and you to obtain information about each other. After the consultation I will provide you with a list of tailored solutions that I can bring to you and your business. If you decide that I’m not a good fit or if you would like to work with someone else I will be glad to provide you with referrals to other qualified professionals. Contact me today to schedule your free initial consultation.
All services include a free initial no-obligation consultation
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“How To Get The Most Out Of QuickBooks - 10 Ways To Save Time, Increase Profits, Save On Taxes, And Improve Cash Flow Using QuickBooks”
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“10 Common Mistakes Small Business Owners Make With Their Accounting and QuickBooks”
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Business Smarts Blog
Invest a couple of minutes and gain a wealth of information for your small business. Read my blog now for valuable free information for your small business. I keep you current on major developments in the small business and QuickBooks world and bring you useful free tips for your business. Visit the CPA On Demand® blog now.
Connect with Me:
QuickBooks® and Business Coaching, Training and Consulting
QuickBooks® Bookkeeping and Bookkeeping Assistance
Certified Public Accountant and Certified Advanced QuickBooks® ProAdvisor
Contact us to schedule a free initial consultation. We service Sugar Land, Katy, Richmond, Rosenberg, Missouri City, Stafford, West Houston, Westchase, Southwest Houston, Galleria, and Midtown. We also work with clients remotely via internet connection
Contact Us Today 281-435-7147
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Services for Nonprofit Organizations
Our services are specifically tailored for nonprofit organizations. They include:
- Assistance with writing financial policies and procedures
- QuickBooks set up - specifically to meet the reporting needs of nonprofit organizations (asset restrictions, reporting by programs, etc.)
- QuickBooks training tailored specifically for your organization
- Monthly or quarterly bookkeeping services or bookkeeping assistance
- For organizations who have an in-house bookkeeping function such as their ED or administrative assistant performing some bookkeeping functions:
- Monthly or quarterly QuickBooks data reviews to ensure that transactions are classified properly
- Monthly reconciliation of bank and credit card accounts (to ensure that all transactions have been recorded in the correct period and for the correct amount)
- Monthly QuickBooks support services (answering questions from your staff to ensure that they are using QuickBooks correctly)
- Monthly or quarterly random review of transactions to ensure compliance with existing financial policies and procedures
- Monthly or quarterly financial reporting, creation of dashboard reports, presentation of financial reports to the board
- Assistance with grant cost allocations and grant reporting
- Assistance with preparation of annual budget
- Financial statement audits, reviews, or compilations
Schedule a free initial consultation today to learn more about our services and how we can put together a service package for your organization.