School of Financial
Wizardry
I was referred to a client that had accounting chaos but didn’t know how to fix it. The office manager in a one-person office could not get accurate accounting reports. I did an internal audit, found the discrepancies, adjusted entries and balanced all accounts. I then trained the office manager in new procedures, how to check for errors, how to correct them and how to move forward. Although she was a very good manager she knew she wasn’t an accountant. So I created simple systems. When she has questions, she calls me; and once each quarter I review her books, make any necessary adjustments, and answer any other questions she may have.
ARE YOU GOOD AT THE DAY-TO-DAY OPERATIONS, BUT ARE
CHALLENGED BY THE MORE
COMPLICATED ACCOUNTING
FUNCTIONS?
We’ll establish systems that work for you and your talents for the regular daily business routines. I’ll help you periodically with the more complicated accounting needs.
Sometimes I work with bookkeepers who are very qualified, but just need a little more direction. These are my favorite people to work with. They are so eager to learn and very capable of taking it to the next level.
“It’s so refreshing to work with somebody whose priority is to train and make sure I understand. Tish’s training makes the learning process very easy.”
Cloee, U. Hotel, Occidental
