Individual Consulting

Fractional CFO

Fill this significant hole in your organization chart. Most small businesses have a bookkeeper and a tax preparer. You probably do. But you may not have a Chief Financial Officer (CFO), a top level manager who reviews and provides the overall analysis and strategy for financial success. Leslie can fill this need for your company, acting as your part-time CFO. Discover the benefits of outsourcing this critical position.

Clean-up, Review and Create Operational Self-Sufficiency

Are your books a mess? Does your financial statement tell you what you need to know or are you running your business by the seat of your pants. Many companies have excellent bookkeepers who are great at entering data, tracking payables and receivables, producing checks and creating invoices. However, without a strong background in Accounting or the Accounting Software (such as QuickBooks or Sage 100 Contractor), they may need assistance in reviewing the posting of the entries,

Leslie can help you complete a Balance Sheet Audit – to gain confidence that your financial statements are accurate. And the unique nature of Leslie’s consulting is that she teaches and empowers both business owners and bookkeepers to take responsibility for the accuracy and effectiveness of the financial statements. Leslie’s goal is to not just fix the numbers, but teach you how to avoid common mistakes and be confident that you can create your own accurate financial statements.

Software Training and Troubleshooting

There are novice software users, advanced users and power users. Learn the tips and tricks of either Sage 100 Contractor or QuickBooks to become a power user. Leslie can help you find the solutions to match your unique informational and data needs. Spend the time and energy to make your data flow more efficient – it will save you time and money in the long-run.