Financial Awareness. Backed by a CPA.
More than bookkeeping. Your numbers tell a story, and I help you read it with CPA expertise and CFO insight.
Our Comprehensive Accounting Services
Bookkeeping
Accurate, organized books that give you clarity and control over your finances. With CPA expertise and CFO insight, you can focus on growing your business instead of worrying about categorizations.
Tax-Ready Financial Statements
Prepared and organized financial statements that streamline your tax preparation. Acting as the bridge between your business and your tax return, I format your records to minimize questions and ensure a smooth, stress-free tax filing process.
Financial Review Meetings
Regular, structured meetings to review your financials and key metrics. When’s the last time you really looked at your balance sheet? I’ll help you interpret it with CPA and CFO insight.
Financial KPI Tracking
Are you tracking the metrics that really drive your business? I’ll help you identify and monitor your key performance indicators so you can see trends, measure growth, and act with confidence.
Forecasting
Do you know where your business is headed? I’ll help you project cash flow, plan for expenses, and model growth scenarios using modern software. No one likes surprises.
Budget Vs Actual Variance Analysis
Ensure your business stays on track with a Budget vs Actual Variance Analysis. I’ll uncover where results differ from your budget and explain the reasons, keeping you fully informed.
Financial Awareness and Year-Round Support: The Aware CPA Difference
Background: A small, service-based business was struggling with managing their finances. They were wasting hours each week trying to keep their books up-to-date and balance their accounts, distracting them from focusing on growing their business. Additionally, without a clear understanding of their financial situation, they were having difficulty planning for the future. With a focus on financial awareness and expert guidance, Aware CPA transformed their financial management from a constant concern into an empowering tool, providing year-round support that drove their business growth.
Financial Awareness and Year-Round Support: The Aware CPA Difference
Background: A small, service-based business was struggling with managing their finances. They were wasting hours each week trying to keep their books up-to-date and balance their accounts, distracting them from focusing on growing their business. Additionally, without a clear understanding of their financial situation, they were having difficulty planning for the future. With a focus on financial awareness and expert guidance, Aware CPA transformed their financial management from a constant concern into an empowering tool, providing year-round support that drove their business growth.