Passion for innovation and creating new opportunities, as well as a fearless problem-solving mindset, dedication to maximizing operational efficiencies, and love for empowering others are what I am known for, and what I personally believe most benefit my clients and strategic partners (much more important than the BSB degree and 20+ years of professional Accounting, Business, Finance, and Tax experience found on my resume).
I also personally specialize in Nonprofits and have worked diligently to become one of their most comprehensive resources AND what some consider to be an industry expert (blush).
We finally decided that since I love to “flip” #allthethings that aren’t working, PageFlips, LLC® moved from concept to reality.
Until the new website is finished, please see the current list of services provided below
In addition to the traditional monthly accounting, payroll processing, and tax preparation services currently offered, contract opportunities as a service provider and as a consultant and trainer on the topics listed below are also available (either directly with me or through a trusted Strategic Partner):
- Business Services (For Profit)
- New Business Consult: deciding entity type, including whether or not to go S-Corp
- Business Formations: state filing and formation, a company record book, getting an EIN
- Funding Assistance: what solution is best for you and who to contact for your needs
- Compliance: keeping info filings current and how/when/to whom changes should be filed
- Required Filings: what state and federal filings are required and how to avoid missing deadlines
- Bookkeeping/Accounting System: set up for you, specific to your entity and industry type (and yes, you DO need one, and one kept separately from personal activity and personal funding sources)
- Pay Yourself: how to pay yourself as an Owner, Officer, Director, or Shareholder and avoid potential problems
- Service Provider Options: when/how to choose a Bookkeeper, Accountant, CPA, CFO, OR Tax Preparer (not all are the same OR created equal!)
- Employer or not an Employer: the proper onboarding, setup, and maintenance required to fulfill Employer obligations and avoiding IRS and state agency problems that could shut down your business
- Employee or Contractor: the deciding factors, and what you need to do for each once the decision is made
- Operational Infrastructure: most efficient use of apps & tools, programs & software, compatibility of components and how to choose the right one(s) for your business
- Contingency Planning and Exit Strategies: what to do when things change
- NonProfit Services
- Planning and Structure: church, ministry, or religious organization? Who decides and what criteria must they meet?
- Formation and Filing (for both federal and state): AOI, ByLaws, how and when to file the right EIN, overview of what to expect
- Exemptions (for both federal and state): get them and keep them
- Governance and Oversight: what resources are available to stay compliant and avoid costly problems
- Compliance: keeping state-level filings current, when PIRs are required, and how/when/to whom changes should be filed to avoid losing your exemption and the right to operate
- Best Resources: the best ones regarding product and service providers for nonprofits (in all stages), plus discounts
- Operational Infrastructure: most efficient use of apps, programs & software, compatibility of components and how to choose the right one(s) for your organization
- Giving Statements: doing the right thing by your givers by properly substantiating charitable contributions, tracking volunteer services, and handling in-kind donations
- Employer or not an Employer? The proper setup and maintenance required to fulfill Employer obligations and avoiding IRS and state agency problems that could shut down your organization
- Employee or Contractor: the deciding factors, and what you need to do for each once the decision is made
- Fund Accounting and Designations vs. Restrictions: the difference plus how to properly track each type
- Volunteer Services: why and how to track volunteer services and in-kind contributions
- Board Reporting: what they need plus how to set them up, customize and memorize them so they are easy to understand (and no need to keep recreating them)
- State and Federal Reporting: which states require annual reports, plus who must file 990 type, and when
- Nonprofit Accounting: setting up your organization for success with easy board reporting, tying to the 990, avoiding audit, and better transparency to your potential funders/grantors
- Inactives, Terminations, Dissolutions: what must be completed if a nonprofit organization goes inactive or can no longer operate to avoid additional penalties and complications
- Accounting, Payroll, and Tax: Services and Training Topics (not specific to entity or industry type)
- Accounting Services (monthly or quarterly)
- Payroll Processing (includes payroll tax deposits and return filing)
- 1099 Filing
- Tax Return Preparation
- Cash or Accrual: understanding the methods and how to choose
- Calendar or Fiscal Year: why choose it or change it and what would need to be done in the event of a change
- Chart of Accounts: setting it up and understanding what it is used for. How the proper setup helps you avoid operational inefficiencies during the year AND trouble at tax time
- Deductions and Entity Types: what is allowed for your entity AND industry type (deductions, pay, reimbursements), pluse how and why to know before it is too late to be helpful to you
- Financial Statements: what they REALLY are and how to understand them to make decisions to manage and grow your business/organization
- Budgets: what is a budget, REALLY, and why do you need one? Because you do. How to create one, enter one, and use performance reports to manage and grow your business/organization
- Month-End Closing: what tasks need to be completed, in what order, and by which team member
- Discrepancies: what to do when discrepancies are found or changes need to be made, without causing new problems
- Getting Paid: all things regarding Accounts Receivable, including what to do when reports have discrepancies and need to be cleaned up
- Operational Infrastructure: what to use, what to avoid, and recommendations for keeping it all cost-effective
- QuickBooks®-Specific Services and Training Topics
- QB Technical Support and Program-Specific Training
- File Setup: created for your specific entity and industry type
- File Migration: moving QBDesktop to QBOnline or vice-versa
- File Conversion: moving an accounting system to QB (from Xero, Sage, or Excel spreadsheets)
- Importing Data Lists: bring in Customers, Vendors, or Items (for new QB users)
- Importing Transactions: bring in transactional-level activity from other systems (for new QB users) and “catch up” a new, blank set of books
- Quick Look: making sure your tax preparer will accept the financial statements “as is”, before tax time, so they can be fixed while there is still time, as well as identifying errors that materially affect the financial reports (good for companies with recent staffing changes)
- Check Up: a multi-point diagnostic review of a QB data file to provide a list of specific things that need to be corrected, and a formal redesign plan to accomplish the “fix”
- Restructures (Full Flips™): full renovation of a data file that was using the modules incorrectly, and correcting it to avoid losing any data history or affecting the integrity of past reports
- QB ‘Modules’: Understanding the different ‘modules’ of QB and what each is best used for – stop using the Chart of Accounts for everything (your Accountant, CFO, Tax Pro, Auditor will hate you!) and learn when/how to use Classes, Locations, Projects, and Tags instead (plus, learn how to see the profitability and performance of each tracker)
- Journal Entries: what they are and when to use them
- Credit Cards: the right way to enter and track activity
- Transaction Types (Income): Sales Receipts, Invoices, or Deposits and when to use which one
- Transaction Types (Expense): Bills, Checks, Expenditures, or Charges and when to use which one
- Payables and Receivables (paying and getting paid): Will you use QB to track Payables? How about Receivables? How to utilize each
- 1099 Mapping: getting your vendors and accounts in QB set up properly for 1099 reporting
- Customizing Reports: get exactly what you need from reports, and what your Tax Preparer needs to keep your end-of-year filing costs down
Let’s get connected!
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