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Small Business

Mike Stern comes from a retailing background.

Small business services include:

  • Posting deposits and expenses in order to track income streams and expense patterns. Identify cash flow problems in a timely manner.
  • Bank reconciliation insures up to date balances and insures early identification of errors in deposits or checking. Accounts payable management anticipates financial requirements for timely bill paying to protect credit ratings and preserve relationships with vendors.
  • Accounts receivable management provides timely invoicing of customers and overall view of outstanding receivables.
  • Interfacing with CPA or tax counselor to insure that procedures are in place to document tax related transactions and information is being gathered in such a form as to minimize tax expenses at the end of the year.
  • Preparing timely reports helps a business owner to get a clear picture of where he has been, where he is, and where he might be heading regarding financial matters.
  • Maintaining Proficiency in Quickbooks, Excel, and other relevant software programs.

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