(207) 613-2001

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Our Services

Specialized Financial Services

We offer financial planning & analysis, process improvement, financial integration, project management and business support. Do you have a big project that you and your staff need help with? We can help! Whether it's creating custom reporting, integrating a new financial software into your organization, auditing and improving your current processes, we can help!

Strategic Financial Planning

Let us help you focus on what you're passionate about.  We are passionate about finance using planning and analysis to support your organization’s goals. We have decades of experience creating and supporting small and large business strategic financial plans.  We will partner with you and your team to ensure alignment of strategic business and financial plans.

Acquisition Initiatives

Whether you organization is looking to acquire or be acquired, Linda has the experience and expertise to help you make sound, financially based decisions that meet your goals and objectives.

System Integration Support

Integrating systems demands a unique ability to understand complicated technical systems and corporate goals. We can help small businesses analyze their systems, preserve company data and integrate data into new systems while maintaining data integrity.  From beginning to end we will help you and your team improve processes and efficiencies freeing you up to focus on your passion.


Bookkeeping

Let us help you focus on what drives your business. Is keeping up with your business financial books taking you away from growing your business, focusing on your strengths or enjoying a balanced life? We are experts at bookkeeping and offer monthly services including accounts payable, customer invoice creation, credit card reconciliation, bank reconciliations, sales tax filings, monthly financial statements and full collaboration with your payroll provider and tax accountant.


Customized Team & Department Training

We offer on-site process improvement reviews and training to maximize your teams’ skills while safeguarding data integrity, optimizing efficiencies and leveraging departmental strengths and software. Look to us to help maximize your team with customized training.

Financial Software

  • QuickBooks
  • Microsoft Dynamics

Industry Leading Applications

  • Datagate
  • Service Fusion
  • Sitetracker
  • Microsoft Office Suite Applications

Interested in maximizing your teams potential, contact us today!

Discover the Beyond the Books Difference

Call 207.613.2001

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