Management consulting. Financial and administrative.

Let us help you make your organization run more smoothly. From taxes to procedure guides, contracts to employee training, we can get you to the next level!

Our services include, but are not limited to:
* Issue financial reports customized to your company yet standard for your industry
* Prepare tax worksheets to minimize cost of filing annual tax returns
* Develop accounting procedure guide for your company
* Clean-up before annual financial audit
* Draft employment contracts and employee manual for your attorney's review (saves you money!)
* Review existing policies and make recommendations for change
* Train your employees in Word, Excel, ACT!, QuickBooks

Please note that Denise Heap has specialized financial expertise. A previous client had hired a CPA who had never reconciled bank accounts, inventory, payables or receivables in five years of business activity. When the company discharged the CPA, they hired Denise to come in and straighten out the records. Within six weeks, she had turned the chaos ~ checks used out of order, receivables with no matching invoices, sales tax never paid ~ into clean books that passed a full-fledged KPMG Peat Marwick audit with no exceptions.

Even if your company does not require that extreme level of troubleshooting, she can ensure a relatively pain-free audit for you, generating "PBC" schedules to lower your audit costs and providing maximum transparency (and peace of mind) for the auditor.

Pricing: $400 per half-day (four hours). Minimum contract: Half day (four hours). Discounts available for contracts lasting one or two weeks, or one month. Ask us for a quote.

No cost for Travel or Meals if within 10 mile radius of Thousand Oaks, CA. Actual expenses plus 10% surcharge will be charged for longer distances. Note that we are more willing to negotiate travel and meal expenses for longer-term contracts.

PRICE "TIERS" BELOW ARE IN HALF-DAY INCREMENTS. A FULL DAY (8 HOURS) = $750.00. A FULL WEEK (40 HOURS) = $2500. THIS GIVES YOU A PRICE BREAK IF YOU PREPAY A "RETAINER" FOR OUR SERVICES.

Management consulting. Financial and administrative.
Click To Enlarge
  • Item #: BUS-01008
  * Marked fields are required.
Qty*
Price $400.00
2 or more $375.00 each
10 or more $250.00 each
20 or more $225.00 each
25 or more $200.00 each

Related Items