Business Consultant - Keri James, CPA

Small Business Consultant

Business Analysis

Understand your customers, operations, and competition to better identify trends in your business.

Accounting

Accounting solutions that help you grow and increase the profitability of your business.

Forecasting & Budgeting

Develop financial budgets and cash flow forecasts based on key business drivers.

System Design

Assistance in designing an accounting solution that is efficient and effective for your business.

Training

From financial fundamentals to Quickbooks®: Gain the knowledge you need to understand and plan for your business throughout the year.

Uncertain?

Uncertainty impacts the growth of small businesses. Uncertainty also is the enemy of peace-of-mind and a good night’s sleep. I will provide you with key performance indicators for your business so you will know exactly how the business is performing at any given point in time.

Overwhelmed?

Are you pulled in a million directions? Are you struggling to make the next decision about growing your business? You aren’t alone! There’s always going to be too many ideas, more deadlines than you can handle, and not enough time to fit it all in your day. I will help you focus your priorities on what matters most by monitoring the financial health of your business and alerting you when action is needed.

Growing?

Expanding and growing a business is a big challenge. As a business owner, you likely know the needs of your ideal customers. You probably know where your customers are located and their buying patterns. Are you using that data to inform decisions about how to grow your business?

Case Studies

Visualizing breakeven #Tableau #SMBO

Analyzing Profitability #Tableau #SMBO

Keri was great to work with and did a fantastic job. She was prompt, detail-oriented, and completed all work in a timely manner. She allowed us to rest easy knowing the critical functions of our business were in good hands. She also helped us simplify and improve several of our business processes. We would highly recommend her.

Alex S.

Finding Keri was like finding a needle in a haystack – she’s AWESOME! She worked on several of our clients managing the monthly accounting, including GAAP/accrual accounting utilizing Quickbooks Online. She is extremely professional and responds timely to requests – a trait that is very hard to find from a freelancer. Our clients loved her – they even stated how professional she was in her communications. I would HIGHLY recommend hiring her.

Side note – she’s an expert at Tableau – if you’re looking for a data analytics person, Keri is your person.

Rob P.

Keri has my highest recommendation possible. Her ability to rapidly understand our business, our data and our needs enabled her to produce visualizations that greatly exceeded our expectations. The visualizations Keri produced for us have helped us save over $390,000 in the past three months alone. I can not provide a higher recommendation.

Tom M.