SPECIALTY SERVICES

Business Consulting is for any general business questions or projects that guidance may be needed. You may need to find out the impact or implications of changes before they are made whether those changes are being devised internally or imposed externally. If you are fortunate enough to have an expanding and growing business, you may need guidance as that growth moves you into unfamiliar territory facing new challenges. Sometimes businesses aren't sure how new laws and legislation will impact them whether it be Lexington ordinances or federal regulations.

Every process, procedure and task can be improved upon saving time, energy and money. If you have a problem area in your business or just an area you feel isn't at its peak potential, I can come in to do an assessment to see if there are deficiencies and recommend ways to improve the efficiencies. This is the one type of consulting that you see almost immediate savings as a result.

This consulting service is for businesses that do not already have any formal accounting software system in place. Mostly it will only be used by startups that are brand new, but occasionally it can be if a hobby has grown into a business over time. I can assist with choosing the right system or simply helping to put it in place properly.

This service is all other established businesses are wanting to make a change in their accounting software system, be it a major upgrade of the current system, a move from desktop to cloud based integration, or going from one end of the software spectrum to the other. I can assist with the implementation of the new and help to ensure all of your historical data moves where you need it to be accurately

Unfortunately, this service has formed due to more and more small businesses being defrauded or mislead by people either purposefully misrepresenting themselves as bookkeepers and accountants. I have even known once instance where an individual foolishly thought it looked easy could simply wake up an accountant without any training or education. If it happens the financials must be corrected, and systems put in place to help ensure it can't happen again

For businesses that want to ensure they are compliant with all regulations and laws or if they simply want to be the best they can be at what they are doing, it all starts with the policies and procedures they have in place. I can help with everything from the needs assessment to the designing of the new structure, and even assisting in the implementation and education of the staff. It's definitely a hands-on consulting service

If there is any information you would like to see presented differently or that your current reports don't seem to be able to show, let me build a custom report showing you exactly what you want to see and how you want to see it presented. This can be for any aspect of your financials narrowed down to a process or expanded to include parent company or subsidiaries. You'll not find a more tailored approach in Lexington

Commissioned Notary and can preform to the extent the State of Kentucky allows