Small Business Services
My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. The below service offerings are aimed at giving you insights into what is going on with your business and developing a strategic plan for growth.
Business Analysis
The value of accounting is understanding where you have been as well as where you are going.
Learn More by Exploring a Real-Life Use Case
Data analytics reveals key details about your business’s operations. Let’s analyze your data to gain actionable insights to help you make better business decisions. Discover what makes your customers tick, improve your operations, understand the competition, and identify trends in your business.
My mission is to arm small businesses with the analytical tools they need to achieve a competitive edge.
Keri James, CPA
Allow me to help you with…
- Designing easy to understand visuals that provide insights into the financial and operational activity of businesses
- Creating interactive, Tableau dashboards that monitor key performance indicators
- Developing PowerPoint presentations that communicate key findings and calls to action
Accounting
Accounting solutions that help you grow and increase the profitability of your business.
My service offerings range from basic bookkeeping to advanced management reporting. I design accounting solutions that help you grow and increase the profitability of your business. I also can give you relief by freeing up your valuable time and giving you greater visibility into your finances.
Don’t make one of the 10 common accounting mistakes.
Article by Keri James, CPA
Small business owners need a scalable accounting solution.
Allow me to help you with…
- Full-charge bookkeeping
- Oversight of the accounting function (a great option to create separation of duties)
- Supervision and training of accounting personnel
- Preparation of financial statements and management reports
- Development of accounting policies and procedures
Forecasting & Budgeting
Develop financial budgets and cash flow forecasts based on key business drivers.
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Planning, budgeting, and forecasting is a critical first step in ensuring that your business meets its goals. I provide custom visualizations and reports to make sure your business is staying on track.
I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses.
My mission is to arm small businesses with the analytical tools they need to achieve a competitive edge.
Keri James, CPA
Allow me to help you with…
- Developing financial models that include a profit and loss, balance sheet and cash flow statement
- Turning financial models into budgets to monitor actual performance against the plan
- Utilizing budgets to forecast cash balances
System Design
Assistance in designing an accounting solution that is efficient and effective for your business.
Selecting the right accounting software is critical for your business.
Before buying an accounting package, consider your current and future needs for your business type and size. You also need to factor in the vendor’s reliability, time-saving automation features, and third-party integration options.
I can help you select the right accounting software for your business. I’ll meet with you to understand how your business currently runs and identify your needs. Then I’ll take your internal procedures and design an accounting solution that is most efficient and effective for your business.
Allow me to help you with…
- Needs analysis & business process review
- Accounting system design, integration & implementation
Training
From financal fundamentals to Quickbooks®: Gain the knowledge you need to understand and plan for your business throughout the year.
Want to handle the bookkeeping in-house?
I offer Quickbooks® training. I can teach the foundations, like how to set up a company and customize preferences, as well as show you how to accomplish more complex tasks, and how to identify and correct possible issues.
Want to understand your financial statements?
I will train you on how to utilize your financial statements to understand your business.
Most small business owners don’t know how to read their financial statements. For many, the short summary they receive from their CPA at tax time really doesn’t give them all the knowledge they need for understanding and planning for their business throughout the year. I will give you a solid understanding of your financial statements so you know how to take action. Knowing what the numbers represent and what they are telling you, allows you, as a business owner, to succeed on purpose. The definition of business success means achieving profit growth so you generate sufficient cash to stay in business.