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Services.

Payroll Process Improvement

I can assist with gross to net tools, productivity based pay calculations, incentives and tip pools.  I am familiar with the need for gathering payroll related data efficiently and eliminating errors.

 

My involvement typically consists of a current process review, research and discussion to identify pain points and develop a new pathway, and full documentation of the revised process.  

Excel Training

I can help you leverage the software that you already have in place.

Together we will reduce data entry and eliminate hand calculations.

I will help your team apply powerful aids where they make the most sense.  I can train you to apply keystroke shortcuts, Pivot Table tools, Text Arithmetic, Advanced Filtering and lookup formulas.

 

Couched in basic principles of Sound Spreadsheet Design, I will help you build understandable, flexible templates.  You will enjoy clarity and accuracy in your workbooks and sheets.

End the suffering!

Accounting & Bookkeeping
Special Projects

From Chart of Accounts setup through to daily transactions, I bring a broad and deep knowledge of recording and reporting processes.  We can improve your budgeting and planning, shorten your close, refine or customize your financial reports, and generally add strength and knowledge to your existing team.

Industries

  • Healthcare Providers including third party billing

  • Restaurant and Food Service

  • Food Production and Manufacturing

  • Arts and Non-Profit Services

Specialized
Advisory
Services

My background also includes some familiarity with self funded insurance programs, employer sponsored benefits, IT and database design and HIPAA compliance.

I can assist with performance management activities from interview and hiring through separation counseling. It is all about the people,

I have been trained in Positive Leadership at the Center for Positive Organizations at the University of Michigan.

Strategic Planning & COVID Response

I am experienced with strategic planning and new business modeling.  I can help you find the opportunities that are hidden inside this time of confusion.

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