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Financial Management

Turning transactions, receipts, and payroll into accurate records, financials,  insight and oversight.
 

  • Monthly bookkeeping

  • Cleanup projects

  • Setup & coaching

  • Financial statements

  • Account reconciliations

  • Cash flow management

  • Budget development

  • Fund & grant tracking

  • Construction job costing & WIP reporting

Business Operations

Connecting sales, inventory, purchasing, production, and reporting into systems that save time, reduce duplicate work, and improve decision-making.

 

  • Websites & ecommerce systems

  • Inventory management

  • Production planning

  • Custom spreadsheets

  • Tailored business apps

Tailored Reporting

​Transforming financial and operational data into reports that help organizations understand performance, identify opportunities, and make informed decisions.

 

  • Job Costing

  • Labor Costing

  • Recipe Costing

  • Profitability analysis

  • Budgeting

  • Forecasting

  • Cash flow planning

  • Board reporting

  • Grant reporting

Services

Recent Projects

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SPICE for Wholesome Eats

Built an integrated ordering, recipe costing, inventory, and production planning system that replaced multiple disconnected spreadsheets and reduced manual data entry.
QBO ProAdvisor 1 Certification
QBO ProAdvisor 2 Certification

Content and photos by Chris Musser.

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