My Story …

Accounting trainer

Originally from Ohio, I have spent my early years in the US Army, graduated from University of North Carolina at Charlotte, then received my professional licensing. After working as a tax professional and business consultant for a number of years, I started my own tax and accounting practice.

Having a passion for helping small business owners, as I am a small business owner myself, I have devoted myself to explaining accounting principles and logic to clients from a wide variety of industries. The results of my work have been testimonies of confident clients who are able to handle all manner of record keeping tasks, from daily transaction handling to interpreting their own financial reports.

Services

Accounting Solutions for Every Business

System Setup

For those of you who are just getting started, selection of an accounting system and getting it setup correctly is crucial. I offer one-on-one training for small business owners on subjects such as accounting best practices, daily transaction handling, purchase and sales cycles, job cost tracking, and other tasks unique to your industry.

Accounting

While priority naturally goes to managing the flow of money, small business accounting tasks that cannot be ignored must also be attended to such as account reconciliation, inventory tracking, reporting, periodic system review and cleanup, and interpretation of the many accounting reports available in your system.

Taxes

The end-game for many small business owners is in the area of tax compliance. We want to structure our accounting system to feed us the information needed to prepare taxes at year-end, and manage the business finances along the way. I look forward to enabling you to succeed in your small business ventures.

Our goals

See that the grass is greener on the other side of the fence

The other side of the fence for us is a confident assurance that our finances are in good order, that we are able to interpret our reports, and they are able to speak to us on trends and items needing our attention. If you are in need of accounting system setup and/or training, call or email today to schedule your consultation.

828.201.7075

anne@anneferrycpa.com