✓ Work Independently
✓ From Business Plans to Financial Projections
✓ QuickBooks set-ups and Training as your QuickBooks ProAdvisor
✓ Monthly Accounting and Financial Reporting Packages
✓ Install / Map Business Specific Software for data integration
✓ Software Setup and Beginning Balance entries
✓ Process Efficiencies
✓ Cash Forecasting & Management
✓ Manage, Coach and Review team members
✓ Interact with external CPAs at the peer level
✓ Interact with Government Agencies
✓ Microsoft Excel, Word, PowerPoint, Outlook
✓ System & Process documentation - Commit to a process
✓ Business Presentations, Speaker, Trainer
Using care and being non-judgmental, I reduce your stress by providing reliable financial information and analysis so you can make better business decisions. You will better understand what you need to do better, what you need to stop doing, and what you need to continue to do.
I provide a full range of accounting services as an independent accountant at the Controller level for small and medium-sized businesses. I provide key information to management based on what is most important to your business.
• Provide staff training and oversight of accounting team members
• Train business owners to read their financial information and know what to ask for
• Respond to management inquiries and provide customized reports as needed
• Review software settings and Chart of Accounts
• Interim Controller services
• Reconciliation schedules and support tools for team members to use
• Process improvements with efficiencies and documentation
• Financial statement presentation
• Prepare your books and records for audit
• Lender requests for information and Loan Covenants Reporting
We can look at everything from your software set-ups and every entry ever made, or clean up your Chart of Accounts and Trial Balance and assist your team members with showing support for balances whether or not you need an audit. I can help with this and with anything in-between.
To get started, call or text me at 321-961-0164, or email me at
Please visit my QuickBooks ProAdvisor Profile: http://proadvisor.intuit.com/quickbooks-help/kathy-emerson-cpa-mba
You will have clarity and understanding and will be amazed at the regular reliable reporting you can receive. I also train team members and answer their questions about how to record transactions, at your location. When you know it’s broken and don’t know how to fix it; When the amount of work exceeds the amount of time, I help reduce your stress by including efficiencies in your processes so you get the accounting information you need to close the month, the year, to prepare for an audit, and for any accounting needs in-between so you can better run your business.
There is ebb and a flow to every industry. In accounting, that ebb and flow is the accounting cycle. It refers to the specific steps that are involved in completing the accounting process and is a multi-step, complex process.
The accounting cycle is like a circle. It begins at one point and revolves through specific steps, before starting again at the same point and repeating the same steps. The length of the accounting cycle varies from company to company. It may be monthly, quarterly, semiannually, or annually depending on when the financial statements of the company are published.
Regardless of the timing of the accounting cycle, the processes involved remain the same. Each step must be completed successfully in order to complete the step that follows it. By having the multiple steps that it does, there is a greater chance of not only making, but also catching errors long before the accounting period is closed.
Once all steps of the accounting cycle are complete, it is time to begin a new accounting period, and the cycle continues.....
I can help with all of this.