Serving clients throughout Massachusetts and Rhode Island, in-person or remote. I don't mind traveling. I like to go outside anyway.
No hidden fees. $22 per hour or whatever works for you. I'm not picky. Just don't pay me $1.53/hr or something.
*I also don't accept goats, shiny rocks (unless you have a blue diamond), leftover Halloween candy, or memecoins as forms of payment.
I served many local 501(c)(3) nonprofits (mobile markets, clubhouses, churches, temples, synagogues), corporations (PCB manufacturers, AI and IT companies, defense laboratories, oil companies), university departments, LLCs (cafes, farms, property management companies, vineyards, restaurants, and a rug store), and sole proprietors (computer technicians, photographers, artists, and an orchestra conductor).
Lots of happy clients, new friends, and wild adventures... I'm a woman of the world with plenty to talk about.
*List of services*
Bookkeeping:
1. Accounts payable (entering bills, recording vendor invoices, and preparing employee reimbursements for payment)
2. Accounts receivable (entering customer charges, creating invoices, recording deposits, and tracking collections)
3. Bank and credit card reconciliations, categorizing transactions, chart of accounts set-up
4. Payroll processing
5. Generating financial reports (e.g., balance sheets, P&L, budget vs. actuals)
6. General ledger
7. Inventory management
Tax preparation:
1. Corporate/S-Corp tax returns (1120/1120-S)
2. Trust & Estate tax returns (1041)
3. Form 990 series for nonprofits
4. Schedule As, Bs, Cs, Ds, Es, and Fs
5. Sales/use
6. Partnership tax returns (1065s)
7. W-2 s and 1099s
8. Payroll tax filings
CFO services:
1. Entity formation & reports
2. Budget creation + forecasting based on statistical analysis, developing growth models
3. Grant writing, fundraising, and capital management; building and maintaining relations with investors
4. Financial supervision & reporting, treasury management
5. Risk management
6. Tracking KPIs and operational metrics
& lots more.
If interested, please reply to this ad with some information as to what you need and what your availability is for an initial consult.
Chat soon! I look forward to meeting you.
*SERIOUS RESPONSES ONLY*
Principals only. Recruiters, please don't contact this poster.