Services Include:
Why Getting It Right Matters
Here’s what I’ve learned from working with businesses across multiple industries
The biggest mistake I see new businesses make? Not properly understanding and setting up their software systems before starting to use them. I’ve watched this snowball over time—companies years later spending significant money and time trying to correct their missteps, often without a good outcome.
Through my work with multiple startups, I’ve seen what separates the successful ones from those that struggle: the successful companies invest in proper setup from day one. When your accounting infrastructure is designed correctly from the start, you avoid costly corrections and create a system that actually supports your growth.
My Systematic Approach
Discovery & Planning
I start by understanding your business model, industry requirements, growth plans, and existing challenges. This ensures your accounting setup supports your specific goals.
System Design & Setup
Based on your needs, I design and implement your accounting infrastructure—from chart of accounts to workflow processes—using best practices refined over 15+ years.
Implementation & Training
I don’t just set up your systems and walk away. I ensure you and your team understand how to use them effectively, providing training and documentation for ongoing success.
Testing & Optimization
Before going live, we test everything thoroughly and make adjustments to ensure accuracy and efficiency. I want you confident in your new financial foundation.
Ongoing Support
After setup, I remain available for questions, troubleshooting, and system enhancements as your business evolves.
Technology Expertise That Matters
Through my work with startups and growing businesses, I’ve learned that choosing the right software from the beginning can make or break your financial infrastructure. Many companies start with QuickBooks and eventually outgrow it, requiring expensive migrations to platforms like Intacct or Great Plains. However, the most successful startups I’ve worked with started with NetSuite from the beginning, saving themselves the costly transition later.
The key is understanding your growth trajectory and choosing software that supports where you’re going, not just where you are today.
Platforms I Work With
 QuickBooks (Online & Desktop) |
Great starting point for most small businesses |
 NetSuite |
Comprehensive ERP that many successful startups choose from day one |
 Great Plains |
Robust solution for complex operations |
 Intacct |
Advanced cloud-based accounting for scaling businesses |
 Industry-Specific Platforms |
Specialized solutions for unique business needs |
The Cost of Getting It Wrong vs Right
Getting It Wrong:
Getting It Right:
Ready to Get Started?
Every business is unique, and your accounting needs are too. Let’s talk about your specific challenges and goals in a free 30-minute consultation.
In our conversation, I’ll:
- Review your current financial situation
- Identify opportunities for improvement
- Recommend the right services for your needs
- Answer any questions about working together
No pressure, no sales pitch – just honest advice about what’s best for your business.
