Small Business


We provide essential accounting, finance and management services to small business.. You benefit by getting the right level of professional experience when you need it most:


BOOKKEEPING AND ACCOUNTING functions including A/R, A/P, bank and credit card reconciliations, debt service, posting payroll entries, period-end journal entries.

FINANCE functions including Line of Credit applications and renewals, cash-flow management, funds transfers, cash reserves, budgets.

MANAGEMENT functions including collection processes and implementation, trouble-shooting irregular or over charges, formation of company policies for reimbursement and credit card usage, payroll submission

INTERNAL REPORTING functions including financial statements, cash position reports, budget to actual reports, financial projections, cash-flow projections, Job and Project costing reports, A/R Aging reports

AGENCY REPORTING functions including Sales and Use Tax Returns, Business Personal Property Tax Returns, Business License applications or renewals, amended or appealed returns


Good financial management starts with a computerized system that encompasses a traditional general ledger accounting system with relevant financial management functions. We have chosen to work with QuickBooks by Intuit and we are annually certified on the software. The versions include QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise Solutions.

We offer small business financial support on a project basis. You benefit by getting the right level of professional experience when you need it most. We partner with our clients, fully engaged in processes, procedures, systems and people issues. Advantages include:


Veteran, highly experienced CFO who can add measureable impact to your business

Flexible, whether itís a few hours, days or months, we tailor our solutions to fit your requirements

Integrated, strong CFO and Controller experience is critical to your financial success

Hands-on, we establish quantifiable goals and then get results.

© 2012 All rights reserved by Gary S Levine, CPA.