Services
Financial leadership, sized to your business.
Fractional CFO and controller support is at the heart of what I do, and I also take on bookkeeping, QuickBooks Online, reporting, payroll and tax engagements. Every engagement is scoped to your needs, so let’s talk about what fits.
What’s included
Monthly and quarterly close
Balance sheet and bank reconciliations
Financial statements and management reports
KPI dashboards and scorecards
Cash-flow management and forecasting
Operating and capital budgets
Internal controls and procedures
Lender, audit and tax-season readiness
Strategic guidance on pricing, costs and growth
Primary service
Fractional CFO & Controller
Most growing businesses need controller-level oversight long before they can justify a full-time salary for it. As your fractional controller, I step into that role part-time: I own the close, keep your books accurate, turn the numbers into reporting you can use, and advise you on cash flow, budgets and major decisions.
You get the discipline of a corporate finance department (standardized procedures, internal controls, audit-ready records) without the overhead.
Ways to work together
Every engagement is scoped to what your business needs.
Ongoing partnership
A set number of hours each month for close, reporting and advisory.
Defined project
A cleanup, QuickBooks setup, budget build or system change with a clear finish line.
As-needed advisory
A second set of eyes for a loan, a big purchase or a tough decision.
Also available
Bookkeeping, reporting and everything in between
Bookkeeping & QuickBooks Online
QuickBooks Online is where I do most of my work, and I can make yours reliable.
New setups and file cleanups
Chart of accounts design
Transaction review and reconciliations
Training for you and your staff
Financial reporting & dashboards
Reports built around the questions you actually ask about your business.
Monthly and quarterly statements
Management and board reports
KPI and scorecard dashboards
Budgeting & forecasting
A plan for the year and a clear view of what is coming.
Annual operating budgets
Capital expenditure planning
Budget-to-actual variance analysis
Rolling cash-flow forecasts
Payroll & accounts payable
Accurate, on-time payments with the right checks around them.
Payroll processing oversight
Vendor payment management
Review and approval workflows
Process improvement & controls
Standard procedures that make your books accurate and hold up to review.
Month-end close checklists
Internal controls and documentation
Workflow and system improvements
Custom spreadsheet solutions
Excel and Google Sheets tools built for how your business runs.
Financial models and templates
Cost and pricing analysis
Secure cloud document sharing
Tax preparation
Individual and small business returns.
Send a request through the contact form and I’ll reply by email with next steps and a checklist of what to gather. Returns are prepared from well-kept records, and if your books need attention first, we can take care of that too.
Request tax preparation →
Remote or virtual appointments. I’ll reply by email.
Who I serve
Built for owners who want to understand their numbers
Tools I work in: QuickBooks Online · Microsoft Excel · Google Workspace & Drive · Microsoft Dynamics · Oracle
Small & mid-sized businesses
Owners who have outgrown basic bookkeeping and want controller-level reporting, controls and advice. Experience spans manufacturing, construction materials, utilities and professional services.
Individuals
Tax preparation and personal financial organization for individuals and families. Request an appointment through the contact form.
Nonprofits & cooperatives
With more than a decade inside a member-owned electric cooperative, I also support select nonprofit and cooperative organizations.
Not sure which service you need?
Start with a free consultation. We’ll look at where things stand and decide together what would help most.