Do you have proper financial processes? Budgeting? Strategic Planning? Collecting W9’s and sending out 1099s?
Are you writing off:
Business Mileage?
Business Meals?
Business Interest Expense?
Retirement Contributions (includes both owners and employees)?
Life Insurance (including IULs)?
FinancialPath Consulting now helps companies with their bookkeeping and accounting processes - including close-outs!
We help with preparing your financial statements.
We also help you with how to audit proof your write-offs including all those ordinary and necessary expenses.
Services Include:
- Monthly Bank Account Reconciliation
- Reconciliation of business credit card account
- Preparation of monthly Financial Reports, Balance Sheet, P&L Statement
- Unlimited e-mail support - response time varies per package
- Monthly phone or video meeting
Founder & CEO Cherise Sutton has more than 19 years of accounting experience, including over 16 years with consulting firms in the Sacramento area and 10 years as a Controller. While pursuing her bachelor’s in science in Finance, she moved her way up to the Controller role, eventually overseeing a team of seven after mastering the roles of A/P, A/R, Payroll, Contracts, Insurance, and ERP Administrator of Deltek Vision.
Cherise has also been the Interim Accounting Manager for numerous organizations over the last few years using Quickbooks, Deltek Vision and NetSuite. She is able to come into an organization and assist in closing the books and establishing proper accounting processes.
Schedule a consultation today to get setup with our Bookkeeping!