grid-image-d.png

Outsource Accounting and Business Services

I have worked as an accounting and business consultant since 2005. I have worked with several Charter Schools in NYS. I specialize in providing ongoing maintenance support, project work, and any level in between.

I specialize in rolling up my sleeves, digging in, and cleaning up books for my clients. I thrive going from place to place. I have a home office with Quickbooks. I have worked with Quickbooks desktop and online version. I have used Sage 50 and several accounting packages throughout my career.

I have successfully reduced CPA audit and personnel costs at several charter schools. I have been the lead contact for three NYS comptroller audits, two Dept of Education audits for Title 1, 2a and 4, and dozens of annual CPA audits. I have presented budgets and monthly financial statements to several Boards over my fourteen years of experience with NYS Charter schools. I have successfully set up the financial/business office for two and closed one school. I have worked in many areas of accounting for both C and S corporations. I managed all financial reporting and tax filings or an S Corporations for 24 years.

Please review the services I can provide and let me know if you are interested in my services.I have worked with several Charter Schools in NYS.  I specialize in providing ongoing maintenance support, project work, and any level in between.

  • Review all income and expense accounts for accuracy and appropriateness.

  • Prepare adjusting entries each month for earned revenue, payroll and other accruals.

  • Consolidate and analyze financial data for presentation to Board of Trustees.

  • Ensure timely filing of all reports to various state agencies. (Grant Finance, NYSED, Dept of Ed, etc.)

  • Automate and streamline the existing bookkeeping to reduce financial risks and improve internal controls.

  • Develop financial data models to aid in annual budgeting.

  • Investigate budget and variance issues.

  • Reconcile all liability accounts.

  • Pre- Audit evaluation.

  • Preparation of the financial piece of the Annual Report.

  • Review and analyze insurance policies and banking.

  • Prepare statements for Tax Purposes