I help construction and service-based businesses manage their finances from project conception to completion.
Project-Level Accounting:
• Project financial system setup (project software + accounting integration)
• Project software management
• Project profile creation
• Budget development & cost planning
• Cash flow forecasting
• Expense allocation & job costing
• Budget vs. Actual tracking and variance analysis
• Progress billing / milestone invoicing
• Accounts payable management (bill entry & payments)
• Change orders / variations tracking
• Work-in-Progress (WIP) accounting
• Back costing & profitability analysis
• Project financial reporting (per project / per service)
Company-Level Accounting:
• Accounting system setup & optimization
• Chart of Accounts design & structuring
• Classes / tags / cost centers setup
• Bank & credit card integration
• Transaction categorization & bookkeeping
• Accounts receivable tracking
• Bank and credit card reconciliation
• Financial statement preparation
• Financial review & performance analysis
• Month-end & year-end closing processes
• Internal controls & workflow setup
Tax Preparation:
• Sales tax system setup
• Sales tax review & reconciliation
• Tax-ready financial preparation
• Coordination with CPA / tax accountant
• Tax return preparation support
