Our proven three-step method will take your business to the next level.
In order to increase profits and cash flow, first we need to see where you are at. In Triage, we diagnose where you are at, help you clean up your process and procedures and develop a plan to improve things going forward.
Now that we know where you are at, its time to implement new processes and accounting structure to create a rock-solid foundation for your business to thrive. We want to provide you with up-to-date and easy to understand reports to give you clarity on the performance of your business.
The sky is the limit! With your new structure and your custom reports, we can now advise you on what is needed to increase your profits and performance. We will continue to be your partner, manage everything for you and help you stay on track while you grow.
If needed, we can add these additional services to meet your needs:
If you are starting up, buying, or selling a business or unsure where to go with your business, make sure you have a finance expert as a partner. We can help with structuring, combining your books, breaking out your entity and helping to identify risk factors.
Having trouble keeping up with your books? Feel like you will never get caught up? Let us help you with your data entry and make your books look clearer than ever. Our devoted team can assist with all of your accounting and payroll needs.
If your business doesn’t need a full-time CFO or a full-time accounting department, a fractional CFO might be the answer for you. A partnership with a financial expert is what you need to grow your business and continue to increase your revenues.
An external audit can be an intimidating thing. You can be sure that with our team on your side, your audit will be smoother and easily handled. We can assist with year-end schedules, gathering information, and helping to run the audit from the client side.
Our certified human resource specialists can provide you with all human resource functions from processing of I-9s to onboarding and off-boarding, and interviewing. We have written numerous employee handbooks. We can provide training to your management staff on critical HR issues they need to know about.
Our experience with tribal communities nationwide is very unique. We understand the challenges tribal nations face with their accounting, human resources and provide knowledge on how sovereignty actually works. We are certified in tribal finance management and Native American human resource management. Whether your tribal issues are governmental or non-government, we can help. Specialists in MIP Fund Accounting, Quickbooks, Amplify Grants Management, Concur, Bill.com, etc.
Does it feel like your organization is not working cohesively? Is it a struggle to get your departments to work together? This is a several day workshop where we will reinvent your culture, have speakers address your pain points, and hold team-building activities.
You have made it, you have grown, but have you outgrown your policies and procedures? A Business Efficiency Assessment will go through each of your policies and procedures and provide a written report on simple changes to keep you growing. This process isn’t limited to just Accounting, we can assist with medical billing, grant accounting, inventory management, and many other departments.
Our three-step methodology works because it takes a holistic approach to your business. Since we focus on helping small businesses and non-profits, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.
Kristin is dedicated to the success of every company she works with. Her broad experience in all things accounting makes her an incredible asset for any organization!
Kris is a very proficient accountant that was very easy to work with. I could always rely on Kris to inform me of my current Revenue Situation and the direction I needed to take.
Kris is always there when I call her and has made accounting easy to understand and almost fun! Love working with her.
Specializing in Non-Profits & Small Businesses