Kristi will develop and monitor performance indicators that assist with the strategic decisions facing your business. This includes developing benchmarks for your company’s future that assist with the timing of business actions, such as when to add personnel or seek funding. Furthermore, Kristi will compare the profitability of different lines of business and types of customers to identify the more successful areas of your company.

Financial and budget analysis includes periodically monitoring your company performance, as compared to prior periods and to projections, to identify trends so that you may adjust your marketing efforts accordingly. Kristi will analyze the factors that contribute to the financial outcomes of your business and incorporate this information into meaningful budget preparation. She will identify the costs that go into the creation and delivery of your product or service, as well.

Kristi is available to prepare annual U.S. and Texas income tax returns for companies and individuals. Completing quarterly consultations to estimate taxable income and implement tax planning initiatives are also a part of this service.

Accounting oversight includes analyzing your general ledger, on a monthly or quarterly basis, and preparing adjusting journal entries as they are needed. With this service Kristi is available to your accounting staff to answer questions on the daily recording of your business transactions. Kristi will summarize trends identified in this process and alert management to fluctuations in financial information.