Welcome

• Accounts payable (bill entry, payments, vendor management)
• Accounts receivable (invoicing, collections, customer management)
• Bank and credit card reconciliations
• Payroll processing & payroll tax filings
• Sales/use tax filings
• Internal financial statement preparation (monthly/quarterly/annual: P&L, balance sheet, cash flow) - prepared for management use; not intended for third-party assurance
• General ledger management & clean-up

• Tax facilitation & preparation support
• Preparation of schedules and documentation for external audits
• GAAP-based accounting and technical guidance to ensure accurate financial reporting.
• Business structuring (LLC, S-Corp, C-Corp setup & advisory)

• Budgeting & forecasting
• Cash flow management & projections
• Job costing & profitability analysis
• Internal controls design & implementation
• Strategic growth & exit planning
• Mergers, acquisitions, & due diligence support

Nonprofits, agriculture, medical practices, startups, high-net-worth individuals, natural resource businesses

• Calendar and email management 
• Project coordination and workflow optimization
• Liaison with clients, vendors, and advisors
• Task tracking and prioritization
•  HR and payroll onboarding support

• Household or personal vendor coordination
• Personal scheduling and reminders 
• Errands and research support

• Travel arrangements and itinerary management
• Event planning and coordination
• Meeting and conference support

• Bill payment & expense management
• Executive assistant support (document prep, reporting)
• Vendor & contractor setup & compliance tracking
• Concierge-style requests (dining, tickets, memberships)