Service Portfolio
Areas of Practice
- Audit & Tax Prep Liaison
- Budgeting & Forecasting
- Cash Flow Analysis
- Compliance & Documentation
- Cost Accounting & Inventory
- ERP Implement & Convert
- Financial Modeling
- International Consolidations
- KPI Dashboards
- Management Reporting
- Partnership Accounting
- Payables & Receivables
- Payroll & Benefits Admin
- Performance Reporting
- Process Improvement
- ROI & Make/Buy Analysis
- Teasury & Debt Covenants
Industry Experience
- Construction
- Energy
- Entrepreneurs
- Financial Services
- Healthcare
- High-Growth Firms
- Innovation Centers
- Manufacturing
- Non-Profit 501[c]3
- Public Companies
- Real Estate
- Retail / Wholesale
- Shared Services
- Small Business
- Startups
- Subcontracting
- Technology
Computer Applications
- Advent Product Suite
- Crystal Reports
- JD Edwards
- MS Access and Excel (MS Office Specialist Certified)
- MS PowerPoint & Project
- Oracle, Oracle Reports
- Orion
- Payroll (multiple providers)
- Peachtree
- PeopleSoft
- Solomon Financials
- Timberline
- Workday
- QuickBooks Certified Advanced ProAdvisor
– Online, Desktop, Enterprise
