business plan and deck preparation for presentations to potential investors and other stakeholders
year-end review and preparation for your tax return filing
need a fresh start? get back on track and address the problems
that need fixing
need help getting started? we teach you the basics so that you can
maintain your own finances
all services are customizable to meet every company’s needs and
budgets project rates, hourly arrangements, and retainers are a
vailable as well
set up your financial system, chart of accounts, and get your finances up and running
set up your company budget to help you understand your expenses
and keep them on track
map out a forecast and start planning for your business’s future
set up and maintain your fixed asset system
close your books monthly so you can track how your company is doing
often paired with the bean counter, this monthly analysis helps you
better understand why you are where you are, what worked well,
and identifies areas that can be improved
overhaul your financial management and reporting systems
Contact us at: lindsay@shinypennyfinance.com or 415.939.1535