Services

 

I can work with you to tailor the appropriate package for your needs… Don’t be limited to what I’ve listed here - it’s just a starting point!

Finance

  • monthly or quarterly financial management including:

    • bookkeeping

    • transaction and bank account reconciliations

    • standard and personalized reports - profit & loss, balance sheet, cash flow

    • financial analysis

  • budgeting, forecasting, and revenue models

  • payroll setup and management

  • accounts payable, including 1099 and vendor management

  • inventory tracking

Operations

  • data room setup and management

  • capital raise support

  • HR support, process review and strategy,

  • relationship management: vendors, stakeholders, employees

  • event planning and meeting management