Competent financial management is essential for the growth of the firm. If you are feeling consumed by bookkeeping, mystified by financial reports (but you know you need to understand them), wondering which products or clients are the most profitable and/or frustrated you’re not growing like you should, you’re not alone! Many entrepreneurs and small business owners eventually reach this point which is a signal that it’s probably time to begin addressing the gaps. Regardless of which stage you’re at, we’re here to help. Our services include, but are not limited to a mix of the following:
Full Charge Bookkeeping
- Accounts Payable
- Accounts Receivable
- Account Reconciliations
- Sales Tax Management
- Tax Readiness
- 1099 Vendor Forms
- CPA Interface
- Executive Reports & Recommendations
- Monthly Financial Reporting & Analysis
- Cost Accounting & Analysis
- Inventory Management
- Identification of Cost Savings in Manufacturing, Services, Supply-Chain, Operations & Employee Benefits
- Financial Risk Mitigation
- Financial Policies & Procedures
- Internal Auditing
- Accounting Software Management
Chief Financial Officer (CFO) Functions
- Contribute to Decision Making with Financial Information & Analysis
- Multiple Stakeholder Reporting
- Streamlining Operations
- Financial Goal Planning (Long and Short Term)
Passive-Income for CPAs, Business, Marketing & Startup Consultants
In addition to providing essential bookkeeping and small business financial management, we also partner with consultant to enable passive revenue streams. While some consultants like to outsource this function in a strict vendor-consultant relationship, other consultants prefer partnering with us as an independent contractor to provide full-charge bookkeeping services for their clients as part of their core team or as a referral partner. Please contact us for more information on how you can grow your firm’s revenue.
I’m an enrolled agent and Valerie is working with one of my clients to organize her books. My client is a sole proprietor and needed help getting her books in order for me to do her taxes. Valerie did an excellent job reporting all the income and expenses in an extremely organized manner. And she was very responsive to my questions regarding the information. I’d recommend Valerie’s bookkeeping service to any small business.
Valerie came to work with me during a particularly difficult time in my life. I was dealing with matters for which I had no preparation. With ten years of experience, she was just the person to help me through this difficult transition. She is extremely knowledgeable in her field. She is patient and is a great listener when I am sharing concerns. If there are new requirements or something she hasn’t experienced before, she will do the research and find out what needs to be done. She has helped me comply with numerous state and county agency requirements. She is intuitive and her excellent computer skills are a big plus. Over the years, we have become great friends and collaborators and I always look forward to our time together.
We are using Accounting Strategy, Inc. and couldn’t be happier. Val and her team have worked with us to set clear goals and advised us on everything from cash flow management to payroll reporting. She is knowledgeable about online banking, IRS reporting requirements such as 1099 and W9 reporting. She is skilled at Quickbooks and ADP. She goes the extra mile and completes tasks on time. We are a non-profit and she is vital to our operation. I can’t recommend Accounting Strategy, Inc. enough!