ACCOUNTING SERVICES
Clean books make better finance possible.
The books should not become a monthly detective story. I help growing businesses get to reliable actuals, a cleaner close and financial statements management can actually use.
THE BASICS, DONE WELL
Accounting support without building another layer of bureaucracy.
For many growing companies, the problem is not exotic accounting. It is getting the recurring work done accurately, consistently and on time so management is not making decisions from numbers everyone quietly distrusts.
Bookkeeping & reconciliations
Transaction review, account reconciliations and ongoing bookkeeping support to keep the general ledger current and explainable.
Month-end close
A practical close process for getting the books reviewed, reconciled and ready for management without letting the calendar drift.
Financial statements
Management-ready income statement, balance sheet and cash-flow reporting built from books that have actually been reviewed.
Accounts payable support
Vendor and payable organization, payment visibility and basic process support so obligations do not disappear into inboxes.
Accounts receivable support
Receivable tracking, aging visibility and collection follow-up support to keep revenue and cash connected.
Cleanup & catch-up
Help organizing neglected reconciliations, inconsistent classifications and accounting processes that have accumulated as the business grew.
WHY IT CONNECTS TO FP&A
The forecast can only be as useful as the actuals underneath it.
Accounting and FP&A have different jobs, but they share the same numbers. When the books are late, inconsistent or difficult to reconcile, forecasting turns into archaeology. The goal is a clean handoff from actual results to management reporting, forecasting and decision support.
Close with confidenceKnow the period is ready before management starts asking what changed.
Make actuals usableKeep classifications and reconciliations consistent enough for trends and drivers to mean something.
Connect accounting to decisionsMove from recording what happened to understanding what it means for cash, forecast and operating plans.
A PRACTICAL FIT
Useful when the business has outgrown the accounting process that got it here.
This work is a good fit for growing companies that need more structure around the books but do not necessarily need another full-time finance hire. The scope can focus on recurring accounting support, a cleanup project, or the accounting foundation needed before improving forecasting and reporting. Tax preparation, audits, attest services and legal advice are outside this offering.
DIAGNOSE BEFORE YOU SCOPE
Is the accounting problem really accounting?
Use the Accounting Readiness Check to separate cleanup, close, recurring capacity and FP&A handoff issues before deciding what work actually needs to be scoped.
WORK WITH SARAH
Need cleaner books before you need a more complicated finance system?
Tell me what is getting stuck: reconciliations, close, reporting, catch-up work or the handoff from accounting into FP&A.