I am a Certified Management Accountant (CMA), a Certified Public Accountant (CPA) , and Certified in Strategy and Competitive Analysis (CSCA). I specialize in efficiency analysis, budget & forecasting preparation, accounting processes, and general ledger & chart of accounts clean-up per GAAP. My expertise lies in using technology to clean data for import into Quickbooks or other accounting software.
At My IDEAL CFO, a division of Belnap Accounting LLC, we optimize our clients’ corporate financial outlook as their part-time Chief Financial Officer (CFO), controller, and/or bookkeeper. As a Certified Management Accountant (CMA) and a CPA, I use skills and tools, including Financial Planning & Analysis (FP&A), budgeting, forecasting, cost analyses, SWOT analysis, and process improvement plans, to give our clients the financial traction to grow. Our staff relieves our clients of the repetitive bookkeeping procedures so they can focus on moving ahead. When business owners are tired of spinning their financial wheels, My IDEAL CFO gives them the traction to move forward, so they can comfortably say, “He is My IDEAL CFO.”
Tired of wasting time with complex spreadsheets, tracking down documents and crunching annoying numbers?
Your focus is needed elsewhere: growing your business.
Let us deal with the numbers, the spreadsheets and managing those tedious documents!
