Services

Financial leadership and accounting support that fits your business

You may need help with a specific accounting challenge, a systems project or ongoing financial operations. My services cover financial leadership, accounting governance, operational oversight and the systems that help a business keep its financial information organized and useful.

Explore the areas below, then get in touch to discuss the work your business needs.

Accounting and Financial Operations

Keep everyday accounting organized with support for reconciliations, invoicing, payables, receivables and financial reporting.

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CFO Services

Connect financial planning, cash flow and business performance with the decisions that shape your business.

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CAO Services

Strengthen accounting leadership, policies, reporting processes and the organization of your accounting function.

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Controller Services

Bring structure to month-end close, reconciliations, financial statements and day-to-day accounting oversight.

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Accounting Systems and Automation

Choose and implement accounting tools, connect applications and reduce repetitive data entry.

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Startup and Business Consulting

Establish the accounting processes, systems and responsibilities your business needs from the beginning.

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Choosing the right level of support

CFO Services

Focus on financial strategy, forecasts, cash flow and decisions about business performance and growth.

CAO Services

Focus on accounting policies, reporting governance, internal controls and leadership of the accounting function.

Controller Services

Focus on closing processes, reconciliations, financial statements and day-to-day accounting oversight.

These responsibilities can overlap in a smaller business. We agree on the scope and ownership so the support fits your organization.

Different ways to work together

Project support

For a defined task such as accounting system implementation, data conversion or restructuring an accounting process.

Ongoing support

For recurring accounting activities, financial reporting, reconciliations or CFO, CAO and Controller support within an agreed scope.

Advisory support

For reviewing an existing process, clarifying priorities or planning improvements with your team.

Scope, deliverables and fees are discussed before work begins.

Not sure where to start?

Describe the issue you are facing and I can help identify the most relevant area of support.

Discuss Your Needs