Business Modeling, Forecasting, and Analysis, i.e. budgets, business plans, new business analysis
Cash Management i.e. cash flow analysis, establishment of banking relationships, line of credit negotiation
Merger, Acquisition, Sale, and Due Diligence Services i.e. exit strategy, deal structure and negotiations
Profit Improvement, Planning and Restructuring i.e. cost analysis, expense reduction programs, vendor negotiations
Staff Development i.e. mentoring, training, coaching
Accounting Operations i.e. experienced help with procedures, reports, people management and accounting issues, creation or improvement of your monthly closing checklist, support, leadership and/or performance of daily accounting activities
Audit, Review, and Compilation Support and Management i.e. assistance with understanding the external auditors’ work, completion of accounting information necessary before the audit/review/compilation begins
Systems and Process Assessment i.e. review and analysis of financial systems, practices and staff and recommendations for improvements
Implementation & Accounting System Conversion Services i.e. system implementation, data conversion assistance, project management, training and tool development
Accountants who can process monthly and year-end closing transactions and reports, preparation of tax information for tax compliance and tax planning
Bookkeepers who process daily transactions (i.e. paying vendors, entering customer payments), complete bank reconciliations, payroll, and payroll tax reporting.
Kim Eldred is a Certified Public Accountant and Master Financial Coach with a Masters’ degree in Accounting. She has over 35 years of experience as a working professional helping businesses and individuals manage money and build wealth. She and her husband have lived in debt and have worked together to get out of debt while teaching their children to do it the better way. She, as a Financial Coach specializes in helping professionals get out of debt and finally discover financial freedom.