Maximizing your Financial Potential

As a Fractional Controller, I help businesses manage their financial operations efficiently without the cost of a full-time hire. My services include financial oversight, budgeting and forecasting, cash flow management, internal controls, and financial reporting. I ensure accurate and strategic financial management and streamline operations, giving you the insights to drive growth and stability.  

I provide comprehensive accounting solutions designed to help businesses and individuals make informed financial decisions and achieve long-term success.  

• Financial Statement Analysis - Gain clarity on your business's financial health with expert insight into your income statement, balance sheet, and cash flow statements.
• Bank & Credit  Card Reconciliations  -Ensure accuracy and prevent discrepancies with meticulous reconciliations.
• Cashflow reporting - Stay ahead of financial challenges with clear and accurate cash flow analysis.
• Budgeting and forecasting  - Plan for the future with strategic budgeting and financial forecasting tailored to your business goals.
• Payroll Compliance - Ensure timely and accurate payroll processing while complying with tax and labor regulations.
• Tax & audit support - Navigate tax season confidently and be audit-ready.

I provide expert bookkeeping solutions tailored to small and mid-sized businesses' unique needs, sole proprietors, and family offices. My remote services ensure accuracy, efficiency, and seamless financial management using QuickBooks and other accounting platforms.

I offer flexible service options to fit your business needs. 

• Daily Booking - This is for businesses that require real-time financial tracking and updates.
• Weekly Bookkeeping - Ideal for managing transactions, reconciliations, and reports regularly.
• Monthly Bookkeeping - Perfect for maintaining organized records, generating financial statements, and ensuring compliance.

• Bank Account  Reconciliations
• Accoutns Receivable 
• Accounts Payable 
• General Ledger Maintenance
• Expense classification 
• Sales Commission
• Bookkeeping clean up 
• Quickbooks Setup
• Income Statements 
• Balance Sheet 
• Sales Tax Reporting
• Payroll Processing / Tax Reporting 
• Inventory Management
• Fixed Assets 
• 1099 Forms
• Custom Reports 
• Consult with outside CPA 

I provide comprehensive estate management solutions to help individuals, families, and family offices efficiently manage their financial and operational affairs.  My services include.

• Property Management: I oversee the financial aspects of real estate holding, including budgeting, expense tracking, and financial reporting.
• Budgeting & Expense Management Ensure financial stability with customized budgeting and expense oversight.
• Household Staff Payroll & Compliance - Manage payroll, tax compliance, and financial administration for household employees.
• Accounting & Financial Oversight - Maintain accurate financial records, reconcile accounts, and provide financial insight for long-term estate planning.
• Bill Payment & Cash Flow Management Ensure timely payments and optimize cash flow to maintain a smooth-running estate.

I offer professional and reliable notary public services to ensure the authenticity and legality of your important documents.

• General Notarization - Certifying signatures on contracts, affidavits, and other legal documents.
• Real Estate Documents - Notarizing deeds, mortgage documents, and property agreements.
• Power of Attorney & Estate Documents - Ensuring proper notarization of wills, trusts, and financial powers of attorney.
• Business & Financial Documents - Notarizing agreements, corporate documents, and financial records.
• Remote & Mobile Notary Services - Flexible options to accommodate your needs.

Providing expert business consulting services to help entrepreneurs, business owners, and individuals optimize operations, improve financial management, and drive sustainable growth.

• Financial Strategy & Planning - Develop customized financial strategies to strengthen your business's economic health.
• Business Structure & Entity Selection Guidance on choosing the right business entity for tax efficiency and operational success.
• Process Improvement & Efficiency - Identify inefficiencies and implement streamlined processes to enhance productivity.
• Cash flow Management - Optimize cash flow to ensure stability and business longevity.
• Growth & Profitability Strategies - Develop actionable plans to increase revenue and maximize profitability.
• Compliance & Risk Management