SERVICES
I offer a variety of business services customizable to your needs. I specialize in HVAC and other field service industries but can handle bookkeeping, budgeting, financial management, software support and more for any business.
APTORA® Software
Aptora's Total Office Manager is an All-In-One Field Service Management Software. https://aptora.com/
Assistance with set-up and ongoing support to get the processes and procedures in place to get all that you can from the software.
BUSINESS OPERATIONS
Assist with goal setting and employee accountability. Develop and document your company's processes and procedures.
FINANCIAL COACHING
Monthly review and analysis of financial reports and working with you to address areas of concern.
FINANCIAL MANAGEMENT
BOOKKEEPING & REMOTE DATA ENTRY
BUDGETING
Monthly financial account reconciliations and close-out. Generate monthly financial reports to provide to outside parties such as banks and accountants.
Accounting data-entry services in your hosted or online accounting software. Non-hosted services are also available with remote access.
Develop an annual budget and monitoring it on a monthly basis.