Services
Virtually, the sky is the limit here. Together we can customize any type of business relationship you, the client, desire.
I can perform up to 100% of your accounting functions, or any level you like, from a remote location using a secure connection; I can be contacted anytime during normal business hours. Scheduling for you is extremely flexible and at your discretion. When a need arises, you can contact me and I will respond quickly to assist you with any and all of your accounting needs.
Payroll Services:
Complete processing of payroll including time card data entry
EFTPS deposits, Quarterly and annual payroll reporting returns, W-2s, etc.
Utilizing "Construction Partner," I can be available whenever you need my services. For example, when your p/r, a/p person is ill or on vacation. Imagine, I can step in and assume their role for however long you may need me, with no learning curve regarding your software.
CFO Services
Key services are:
- Preparation of monthly financial statements.
- The origination of solutions to business problems.
- Being a sounding board to business owners for the key decisions.
Below is a brief recap containing some of the key services that are available:
- Preparation of accurate and timely monthly financial statements
- Preparation of management reports
- Recommendations on areas for improvement or future growth
- Services related to operations
- Recommendations on how to reduce overhead
Other services that can be provided
- Internal control improvement and implementation
- Development and training of the accounting staff
- Coordination of tax-return preparation with the tax and audit CPA
- Participate in strategic vision of company
Services related to operations
- Job cost analysis
- Construction Partner program management
- Improve customer service from IT
Other services that can be provided
- Internal control improvement and implementation
Training Services:
I am available to visit your business for periodic consultations, training of staff, etc... For non-local clients, there will be an additional fee to cover the cost of travel and related expenses.


