Services
Everything your books, and your business, need in one place
Some businesses need someone to take the books off their plate every month. Some need a mess untangled first. All of them get someone who reads the numbers and handles the office manager work nobody else will. Here's what I offer, and who each piece is for.
Credentials & memberships
- BS in Accounting, UMKC
- QuickBooks Gold ProAdvisor
- Certified Xero Accountant
- Gusto Preferred Partner
- Northland Chamber of Commerce 2017 Leadership Class
What I do
Pick the piece that fits where you are
Not sure which one you need? That's genuinely what the call is for. Tell me what's going on and I'll point you to the right thing, even if it isn't me.
Your office manager in a box
- Help filling out forms, from vendor packets to government paperwork
- Filing for business licenses and keeping the renewals on track
- Reviewing your insurance renewals before you sign
- General liability and workers' comp audits, handled start to finish
- Any other question you'd ask an office manager to track down the answer to
Included with every monthly bookkeeping plan at $500 and up.
Included with monthly bookkeeping
Someone to hand the paperwork to
Every monthly bookkeeping client at $500 and up gets this, and it's a big part of why I cost more than most bookkeepers. You've got someone to hand the paperwork to. Whatever you'd ask an office manager to go find out, you can ask me. It's included, not an upsell.
Looking for CFO advisory?
I do the CFO-level reporting. Dan does the advising.
Every monthly client gets CFO-level reporting from me: the statements, the ratios, and a plain-English read on what they mean. When a business needs true advisory work on top of that, like cash flow forecasting, entity strategy, or hands-on help steering a turnaround, I refer them to Dan at Valor Business and Tax Services. He's my CPA partner, and he's who I'd call myself.
Not sure which one you need?
15 minutes on my calendar. Bring your questions or just your suspicion that something's off. No prep needed, no obligation.