Selected work

Representative project work

Examples of accounting and financial work. Client names are left out. Investing involves risk, including loss of principal. Past performance does not predict future results.

Catch-Up Bookkeeping

Bookkeeping

Twelve months of books cleaned up for a small import business.

Payroll Setup

Payroll

Payroll and filings for a fifteen-person practice.

Lender Package

Audit

Schedules and statements for a bank loan application.

Part-Time CFO

Advisory

Budgets and cash forecasts for a growing distributor.