FAQs
- What types of customers have you worked with?
Accounting, tax, regulatory filings. Set up general ledger accounting system, initiation of transaction entries, and training for the system for data entry, invoice and payables preparation, plus payroll. Asset setup and classification, plus depreciation. Interim and year-end closing routines. Corportate and individual tax form preparation that dovetails with underlying records. Also, am experienced with corporate partnering arrangements, space planning, risk management, and corporate governance
- What advice would you give a customer looking to hire a provider in your area of work?
Start the process early to ensure mistake avoidance. That is not to say that things cannot be recovered later, but the sooner you start, the better. Don't be afraid to ask for help from the right resource. I'm happy to spend as much time with a prospective client to that a mutual level of comfort and trust can be reached.