What We Do

2 Sides of Financial Management

Generally, there are 2 separate areas a financial manager might focus on…

looking forward: forecasting your business from a financial angle, identifying where you want to be financially, and then formulating a plan to get you there.


Someone such a controller will focus on looking back. What have you done, financially? Chances are, you don't want to worry about either of these. Perhaps you are a QuickBooks rock star and don't need help with the controller function for your business.


I can focus on both of these, or just one, if that is what you need.

Lot's of small business owners without a financial background are simply looking for someone to do their write-up: Taking your bank and credit card statements and turning them into financial documents. Depending on the number of accounts you have and the complexity of your business, this can be done in as little as 2-3 hours per month.

Lets Look Back:

Any successful business needs to have accurate financials. How can you know where you are going if you don't know where you have been? More complex businesses require someone with experience to ensure that your financials are correct. This is especially true with Amazon businesses that have multiple SKUs and complicated cost accounting. My month end process involves accruals for advertising and FBA storage, as well as an adjustment for inventory. After I close your month and analyze costs (raw material, FBA fees, storage, advertising, inbound storage, etc) you will know what areas you need focus on.

Other Common Accounting Needs

  • Payroll

  • Account Reconciliation

  • Variance Analysis

  • Inventory and Cost Accounting

Lets Look Forward

Once you have accurate financials, lets put together a budget we can stick to. This process is VERY dependent on your type of business, and it generally comes after streamlining the financial reporting process.

With FBA, for example, many of your key costs are relatively consistent, such as inventory and FBA fees.