If you need help setting up, cleaning up, or otherwise tackling your books, I offer specific one-time services for those very reasons. Call me to discuss and we will establish a plan of action tailored to your needs.
THE PROCESS
Financial systems that scale with your business
Initial Assessment
A review of your current systems, challenges, and goals. This can typically require shared screen meetings and/or secure data submissions.
Custom Scope
Design a package with the level and type of support that fits your operational reality.
Ongoing Partnership
I integrate into your team as your financial operations partner, providing consistent guidance and support.
Knowledge is Power
Your success depends on your ability to plan and allocate resources, so let's get to the bottom of how your firm operates; its revenue model, cost structure, and your reporting needs. From there, I will design and perfect accounting systems tailored for evaluating your business's performance and supporting its scalability.
The final result is a detailed and dynamic look at your business, providing you with new perspectives and insights. These new insights will empower you to focus on serving your clients and growing your practice.
SERVICES
Data Security &
Client Confidentiality
Data security and client confidentiality are fundamental to my work. The systems and practices below are integral to the services I provide.
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Multi-factor authentication on all financial and sensitive accounts.
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Secure client portal for document exchange.
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Two-step verification for payment requests.
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Encrypted VPN use outside the office.
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No offshore subcontractors.
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Professionally insured.
PRICING
Monthly Fixed Fee Model
Every business has unique needs. So rather than offering predefined tiers, I build customized monthly packages that support your organization’s financial systems, workflows, and reporting needs. Packages can include any combination of the services listed above, depending on the complexity of your operations and the level of support you want.
WHAT THEY ARE SAYING
She keeps everything running in the background so I can focus on my clients. She's responsive and is often looking for ways to help me increase efficiency. I really feel like I have a Swiss Army knife as my bookkeeper now.
Eric M. in Alameda, CA
She's wonderful - truly a calm, assuring, knowledgeable, even Zen presence in my life. Side note - to be Zen when you are talking money is quite a feat!!
Dr. Griffiths in San Francisco, CA
Anne-Marie is just a gem! She is so knowledgeable and an integral part of our remote team. No task is too small, and we work together seamlessly.
Katie W. in Overland Park, KS