Better Books, Informed Insights, Sound Strategy.
Entrepreneurs start businesses because they love to build things and are passionate about their space. As your business grows, the financials get a lot more complicated at the same time as they matter more and more to running the business well.
My services are for small business or startups that have gotten to the point where you business has been successful at marketing itself and delivering high quality products (usually in the $500k-$10m revenue range), but has not had fully developed bookkeeping and accounting functions or procedures. You need to know your numbers and make good financial decisions to run a successful business, but you don’t have any formal accounting training.
You are asking questions like:
- Why does our bookkeeper keep miscategorizing transactions that makes it hard to understand our business?
- Do we have the right bank account set up for our business?
- Are we doing payroll in the most efficient way?
- Are we invoicing in the most efficient way?
- Why is it such a pain at tax time? Why don’t we have a streamlined process for year end financials like getting 1099s?
- Are we closing our books properly? Why does it take so long?
- I don’t feel like I’m able to use our Profit and Loss Statement to make intelligent decisions, why is it so hard to compare Year over Year financials to see the health of my business?
- We’re making plenty of money, why do I keep having cash flow issues?
I’ve been helping businesses solve these problems for over a decade. After getting a Masters in Accounting and CPA, I began my career at Ernst and Young where I oversaw audits for entities such as Avalon Bay, Lockheed Martin, and the Department of Health and Human Services. I then moved to an outsourced CFO firm serving companies like Giphy, Casper, and Away Luggage where I transitioned into recruiting accounting and finance professionals.
This combination of experience has given me the ability to help businesses understand how to do their accounting in a cost efficient way that lets them make the best decisions and also recruit the contractors or team members they need to keep the system running smoothly.
Many companies offer bookkeeping or outsourced CFO services. The problem with these in my experience is that if the CEO or manager of the business doesn’t understand what is going on then they will end up talking past their bookkeepers.
My services are designed for business owners, CEO, and COOs that want to understand their books and be able to make decisions on their own. This is a teach-a-man-to-fish situation. You can absolutely outsource or hire for bookkeeping and accounting roles, but my experience has shown me that it only works if you understand your numbers.
We’ll do a no-obligation initial assessment where we review your current set up and build a custom plan based on your businesses needs.
GET YOUR FINANCIAL HOUSE IN ORDER
Generally for $1-10mm Businesses
If you need help getting things set up properly, we’ll do the equivalent of “spring cleaning” for your accounting and finance. Just like a spring cleaning, you should finish feeling relaxed and like things are all properly in order for the future.
This would include things like:
- Zero Budget Analysis – I’ve reviewed financial statements with CEOs and founders and you’d be surprised by how many times they ask, what is this? or WHAT did we spend $10k on last month? We work with your new hire to help you understand the financials and reduce costs that aren’t critical to growing your business.
- Financial Dashboard Creation reporting for critical business information which includes financial statement preparation, budgeting and implementation of a process improvements to drive increased efficiency and reduce costs.
- Learn how to identify potential errors on a monthly bases by identifying trends (knowing what questions to ask and what to look for).
- Train and manage your accounting and finance department to keep things properly organized going forward.
When we’re done, you should be holding your books like a comfy old sweater and channeling your inner Marie Kondo – “these books bring me joy.”
RECRUITING: HIRE THE HELP YOU NEED
Generally for $10mm+ Businesses
For businesses that feel like their financial house is in order, but can’t hire the right person to keep it running smoothly, I will help you recruit and onboard the accounting help you need.
Based on your assessment, we will:
- Take you through our custom process for scoping the role then work with you to write a perfect job description for your company.
- Distribute the job through our channels and other channels to get it in front of the most qualified applicants.
- Do an initial phone screen and use our custom evaluation to screen the applicants for technical skills and culture fit.
You get a dossier with the top 2-5 candidates for a final interview and we will provide you with a recommended structure.
Unlike traditional recruiting firms that are just focused on getting candidates in front of you and seldom take a specialized approach and charge a percentage of the starting salary once signed, we charge a flat fee and focus on getting the RIGHT fit.
Whether you’re looking for help with end-to-end recruiting or trying to source more qualified candidates to interview, we make the process seamless. We can reduce a process that takes 100 hours down to 20 hours while giving you better candidates that meet your company’s specific needs.