Specializing in Bookkeeping and Advisory
Services to Small Businesses.
Taking your small business to the next level can be a struggle.
- How do I ensure our records are in compliance with government regulations so we obtain a “clean” audit?
- Do we have Internal Controls that guide our decisions?
- How do we handle grant, payroll, retirement, fundraising/donors, and other incoming funds so we are accurate and transparent?
- How do we diagnose and resolve budget deficits?
- What is holding back our organization from growing faster?
That’s why we specialize in providing bookkeeping and advisory services to Small Businesses.
Our mission is to improve your financial processes and maximize your bottom line. We use our proven three part methodology to take your organization to the next level.
Our Three Step Methodology
Our proven three step methodology will take your Small Business to the next level.
Clean-Up and Procedures
If you want accurate, compliant financial records that help ensure we are maximizing your profits we need to first set your foundation. Here, we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best and most accurate, compliant data possible.
Performance and Reports
Now that we have your foundation in place, we will provide you with accurately recorded transactions and data rich reports. Up-to-date and comprehensive reports give you clarity and transparency in the performance of your business. Your receipt of monthly reports will be discussed during our monthly review call to ensure that you understand where your business stands financially from cash flow to profit and loss. You will have the capacity to make business decisions based on accurate and complete financial data.
Advisory and Growth
It is time to take your organization to the next level. With our foundation and recording and reporting set, we can now advise you on what is needed to meet your annual budget and growth goals. We manage everything and give you specific action steps to increase your profits, streamline your business, and make the best use of your time. What could be better than increasing your profits while having more time for your business, family, and friends?
- Today is the day to build the organization of your dreams! Let’s talk about how optimizing your financial processes can take your organization to the next level.
Testimonials
"Kit is a visionary in the areas of operations and finance. She helped us cut expenses without impacting quality. Under her financial guidance we saved $3M in general funds in three years. We consistently received clean annual financial audits. I highly recommend Kit and her team to your business."
Kimistri
Southfield Public Schools
"Kit was great to work with. Her ideas about finances in charter schools were spot on. Kit has nearly 30 years’ experience in school administration, finance, and teaching. Her insights into non-profit finance are amazing!"
Stacey
Washoe County Schools
"Before working with Kit, we had huge issues with accountability and transparency of our financial records. Kit quickly assessed our situation and brought appropriate remedies to our Board for resolution. She even delivered and explained our financials to Board members, monthly. I highly recommend Kit and her team to your school or other non-profit organization."
Kimberly
SSCS
Specializing in Bookkeeping and Advisory Services for Small Businesses.
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