About
In addition to providing the accurate and reliable bookkeeping services clients need, Donnell Bookkeeping + Consulting offers financial health updates and forecasts to guide important business decisions.
You can focus on what you do best when Donnell does the books.
Bookkeeping Services
- Categorizing monthly income and expenses
- Reconciling bank and credit card statements
- Recording financial transactions and making adjusting entries
- Preparing and reviewing monthly financial reports
- Processing accounts payable (reconciling invoices, making timely payments, taking advantage of discounts as appropriate, setting up new vendors)
- Processing accounts receivable (invoicing, reconciling remittances, applying payments, sending statements, collection follow up)
- Payroll processing using third party provider or QuickBooks Online
- Coordinating with company’s tax accountant
Consulting Services
- Providing financial modeling and analysis to inform business decisions
- Providing management with updates on financial health, trends, and opportunies
- Communicating complex financial information to non-financial audiences
- Creating and/or documenting a system of accounting policies and procedures
- Supporting annual budgeting process
- Monitoring budget variances and reporting to company management
- Forecasting receivables and managing cash flow
- Developing and monitoring business performance metrics
- Providing operational guidance and problem-solving
View my background on Linkedin
It is no surprise that I ended up in a numbers gig.
What other nine-year-old creates a budget for her allowance money? And how many college students balance their checkbook every month? No matter what industry I’ve worked in, I’ve always gravitated toward operations and finance roles where the combination of my obsession with the details and big picture thinking has enabled me to add strategic value to the business.
Most recently I was the Director of Operations for a boutique staffing agency, overseeing day-to-day finance, payroll and human resources operations. During my tenure there, I had the opportunity to train several team members on how to process payroll, manage accounts payable and receivable, and perform other critical pieces of our weekly and monthly financial workflows. I regularly provided financial reports, metrics and analysis to our CEO and worked closely with our CFO to develop and monitor budgets, forecast revenue and cash flow, and model out the impacts of various operational decisions.
As I’ve watched friends take the entrepreneurial leap, I have heard time and time again how unprepared they feel to manage the money aspects of their businesses. Talking with them about the support they need, I’ve realized how much I enjoy helping business owners understand their finances and feel more empowered in their decision making.
Contact me today to discuss how I can support you and your business goals.