Financial Services

Services Startups + Solo

Just starting up your business? In a business where you’re going it alone? These services are tailor-made for you. Let me help you with:

  • Quickbooks setup and management
  • Reconciling / Balancing Books
  • Generating Financial Reports
  • Customer Invoicing
  • Bill Payment & Processing
  • More as identified

You don’t have to go it alone. The smart business owner knows when and where to get help and get started on the right foot. I offer affordable, accessible accounting for the start up or solopreneur.

Services Business + Employees

Need a little more? Ready to go to the next level? I would love to help your business grow by assisting with any of these:

  • Process & submit your payroll
  • Collect on customer accounts
  • Expense reports and vendor payment
  • Set up internal accounting systems
  • Prepare annual financial statements
  • More as identified

Knowing when to grow your team and when to hire an expert consultant is a pivotal element of growing your business. I can be your CFO-for-hire as you scale up towards success.

Services Power Up + Fixes

Finances a mess? Overwhelmed and just need to get back on track? Call in a numbers expert for a quick fix with laser accuracy:

  • Check your business credit
  • Map out a financial improvement plan
  • Check up on your bookkeeping
  • Prioritize business cashflow and needs
  • Identify outside funding sources
  • Generate ad-hoc reporting for business decisions
  • More as identified

Sometimes you just need a hero to call. I offer short-term, strategic, solutions-oriented financial services to help save you from a numbers crisis.

Frequently Asked Questions

How do I get started?

Set up your free evaluation and we’ll assess your picture and see what you need.

Can you file my taxes?

No, only a CPA or and IRS Registered Agent can file taxes.  I can however, prepare a concise, efficient package that is tailored to your tax preparers need to save them time and you money

I want to manage my own books. Can you teach me?

Yes. I’m happy to set up your accounting system and teach you how to do it yourself.

What do you charge for accounting services?

My rates vary based on the type of work being performed. Complicated work has a rate of $75/hr, while basic bookkeeping and data entry rates are $40/hr.

How long does it take to reconcile bank statements?

The first one can take 3-6 hours to set up appropriate systems. After that, maintenance takes about 1-3 hours, based on when you send me current information.

  • “The best thing I did to grow my business was to outsource the bookkeeping to Niki! She allows me to focus on clients and not asking for money, following up on invoices, or balancing my books. She’s been really resourceful as I grow!”

    — Arlene Moss

Get started with your free consultation.