Services for Small Businesses
Services
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General Accounting
Services may include Account Payable and Accounts Receivable, account reconciliation, and analysis of bill accuracy
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Financial Statement Management
Development of monthly/quarterly financial statements
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Budgeting and Spending Plans
Preparation of budgets and spending plans including budget analysis, strategic planning and cash flow analysis
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Tax Worksheet Preparation
Preparation of tax worksheet for accountant
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Document Organization and Management
Organization of tax, financial and insurance documentation
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Liaison for Professional Services
Liaison between small business owners and other professional team members i.e. business banker, insurance agent and CPA
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Scam and fraud avoidance
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General organizational assistance
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Client Testimonials
“Jeralyn took over my books when they were in complete disarray after a change in ownership of my businesses. She cleaned up the accounts, and helped me organize all aspects of the financials from payroll, to sales, to SBA. She held my hand throughout the pandemic, offering above and beyond help when applying for and managing the government assistance offered to small businesses including two rounds of PPP. I cannot say enough about Jeralyn's competence and customer service and refer her to anyone looking for clean, professional bookkeeping services.” - Anya Hall, CEO of Little Whale Swim School
“I consider recruiting Jeralyn to be one of my most transformative business decisions. She stepped in with tenacity, insight, knowledge, and skill, which proved valuable foresight to my blindspots. Her assistance has also provided me the critical time to work on the business instead of in the business.
She is an indispensable contributor as liaison with our lawyer, HR provider, insurance carrier, property manager, bankers, and a variety of additional business relationships. I run a significant number of major decisions by her, as she provides thoughtful and strategic perspectives with laser-focused attention to detail.
Jeralyn has gotten me through seven years of copious growth and challenges for which I am extremely grateful for. She is someone you can trust with sensitive information, a savvy negotiator, and reliable. A one-of-a-kind support and advocate for any number of needs you may have in your life or business in this increasingly complex world. Ten stars out of five.”
- John Sigurdson, CEO of Double Dex LLC