Services
At Wolfpen Accounting, I know that every business is unique, there is no one-size-fits-all approach. I serve as your dedicated financial expert, partnering with your business to provide scalable and flexible solutions tailored to your needs. My focus is on giving you financial clarity so you can focus on leading with confidence.
-
Financial clutter is stressful. If you're still tracking finances manually in Excel, or you're unsure if your income and expenses are categorized correctly, this is the perfect starting point. I specialize in tackling the clutter, working diligently to clear out the backlog and migrate you to a modern system, allowing you to move forward with a clean slate.
-
You know that accurate, clean books are essential, but you don't have the time or energy to dedicate to them. As your dedicated Bookkeeper, I establish and maintain systems for keeping your reports organized, easy to understand, and consistently up-to-date.
-
When your business is growing rapidly, you need more than just clean books - you need operational leadership and big picture thinking. You may not be ready for the overhead that comes with hiring a full-time Controller or CFO, but you still need financial expertise. I’ll partner with you to tackle complicated matters and help you strategize for the future.
-
Need a dashboard built but you’re not sure how to do it? Or maybe need some additional support implementing a new expense management tool? Not every financial problem fits neatly into the monthly accounting cycle. When you encounter a specific, high-stakes problem, or need a deep analytical dive that falls outside of the routine, this is where I can step in. I provide focused, project-based support to resolve unique complexities and deliver the insights you need, exactly when you need them.
Daily, Monthly, Quarterly, Annually, or whenever you need.
Virtual Bookkeeping
Bookkeeping Setup: Designing a Chart of Accounts and implementing classification methods for maximum clarity.
Accounting System Setup: Seamlessly transition your data from Excel spreadsheets to a cloud-based accounting platform like QuickBooks Online.
Transaction Entry: Categorizing and entering all business transactions timely and accurately.
Accounts Payable: Coding and posting of all invoices including processing of payments with final approval of disbursement under your control.
Historical Catch-up & Clean-up: Getting all accounts up to date with transaction entry and verification of account balances.
Financial Statement Preparation
Comprehensive Financial Reporting packs custom built for your needs.
Timely Financials: Speedy delivery of core financial statements including Income Statements and Balance Sheets.
Clear & Helpful Reporting: Concise summaries that tell the story behind your numbers and empower you to make quick, confident decisions.
Schedules & Reconciliations: All Balance Sheet accounts reconciled to supporting schedules and source documents as part of the financial statement preparation process.
Variance Analysis: Comprehensive analysis to ensure financial statement accuracy, track against Budget, and identify any potential rogue spend.
Performance Analysis: A thorough deep dive into your financials and the performance of your business across periods and as a proportion of revenue.
Financial foresight for your business.
FP&A and Advisory
Cash Flow Forecasting: A 12 week forecast detailing anticipated inflows and outflows to help manage the single most important asset for your business, Cash.
Budgeting: Trying to run a business without a budget is like trying to navigate without a map - know where you want to go and where you stand with an annual Budget.
KPI Dashboards: Custom dashboards built to track performance and important metrics for your specific industry.
Industry Benchmarking: “The standard is the standard.” For your business to succeed long-term, you need to know how you measure up against the competition.
Audit & Tax Support: Annual audit assistance, and support during tax season as a liaison to your CPA.
Ready to get started?
Fill out the form here to schedule your free consultation and we will be in touch shortly!