LEDGER SENSE
SERVICES
Provided by an accountant, QuickBooks ProAdvisor and FreshBooks Certified Partner.
HISTORICAL CLEAN UP
We Understand Your Specific Needs
Historical Clean-Up is as it sounds. We are able to take on projects of neglected, mishandled or simply not processed bookkeeping and bring it to standard. The end result is a set of financial statements and reconciliations done to ensure everything is captured and ready for financial review or CPA consultation.
Please note, this is typically an intensive one on one project that requires at least two meetings with the client and optional add on for CPA support.
This is provided by an accountant with an MBA, QuickBooks ProAdvisor Certified and FreshBooks Partner Certified.
STRATEGIC ACCOUNTING
Executed with a Personal Touch
Strategic Accounting is the standard bookkeeping but with an accountant. Depending on your needs, we will provide weekly reviews of your accounts, regular reporting and optional one on one strategy sessions.
The strategy session is our one on one meeting to go over the financials and discuss your needs.
This is provided by an accountant with an MBA, QuickBooks ProAdvisor Certified and FreshBooks Partner Certified.
PATHWAY SET UP
We Walk You through Every Step
Pathway Set Up is the best way for newer businesses to set up their accounting. We will walk through where your business is now, and where you want to go. We will talk about different accounting systems available and I will give you the information to confirm the system that works best for you.
This option works best with on-going bookkeeping support (see Strategic Accounting), or you may wish to add a one on one teaching session.
This is provided by an accountant with an MBA, QuickBooks ProAdvisor Certified and FreshBooks Partner Certified.
SYSTEM INTENSIVES
Customized Intensives
This option is for those who wish to learn more about their accounting system, create replicable processes, have customized Standard Operating Procedures (SOPs) created, or explore additional application integration with other systems.
Rebecca Kittel holds a BS in Accounting, BSBA in Finance, and an MBA. She also has extensive operations strategy experience for small businesses. She is certified in FreshBooks and a QuickBooks ProAdvisor.
GAP SUPPORT
Customized Support
Experiencing a gap in your team or organization? We offer services to fill in the gaps. This is for short term or long term consultation, either hourly or project based. We will talk through what you need to ensure we are a best fit.
Rebecca Kittel holds a BS in Accounting, BSBA in Finance, and an MBA. She also has extensive operations strategy experience for small businesses. She is certified in FreshBooks and a QuickBooks ProAdvisor.