Silverleaf Capital Group LLC in Stamford, CT required CFO services, complete setup of a general ledger system, annual and monthly bookkeeping reconciliation processes, and advanced reporting for several family investment vehicles and entities.
“Erika oversaw the accounting functions for our real estate fund as well as a variety of family office related investments and holding companies for over a decade. I can say without a doubt she is a unique accounting resource. As a self-starter, Erika can get to the bottom of nearly any challenge she takes on, ultimately producing quality professional financial analysis and reports which we can take confidence in.”
– Andre Haroche, Principal, Silverleaf Capital Group LLC, Stamford, CT
Beth El Preschool in Durham, NC moved from a manual spreadsheet-based bookkeeping and payroll system to QuickBooks Online. The accounting system implemented at Beth El Preschool includes monthly billing and collections, automated full service payroll with direct deposit, monthly reconciliation of accounts, and advanced reporting that includes a budget-to-actual comparison.
“Erika has worked with me for over 6 years, and during that time she has been unbelievably helpful to our mid-sized non-profit school. She moved us onto the QuickBooks accounting platform, streamlined our bookkeeping, rationalized our accounts and searched for and found us ways to more effectively track and save money. She helped us put together an accounting system that is extremely efficient and really makes sense for how we run our business. Erika is a pleasure to work with. She is efficient, effective, and accurate. She is respectful, absolutely honest and totally trustworthy. Even more than this, Erika is one of those rare people who is always looking for – and finding – creative ways to make things better. Quite frankly, Erika has shown me how important it is to have a really good accountant on your team. Erika is extremely professional and it is always a pleasure to work with her. I cannot recommend her highly enough.”
– Lorri Gudeman, Director, Beth El Preschool, Durham, NC
Skillful Means Training and Consulting is a small business that required an accounting system and monthly reporting. An accounting system was set up in QuickBooks Desktop that includes billing and monthly reconciliations and reports customized to the business’s needs.
“I began to work with Erika when I was first formed an S corp for my consulting business. She was very patient and attentive to my needs as a business owner, especially at the beginning when I only had ‘boxes’ of receipts and very messy system. She took the time to help me understand how a truly professional bookkeeping system would work. She also took the time to understand my business so the chart of accounts truly meets my needs. We have been working together for two years now and I am so happy I am able to review my books monthly and know exactly where I am. Her reports have been very tailored to my needs and have helped me to make better financial decisions overall in my business. Thank you Erika for your care in helping my business become increasingly successful. “
– Teri Beckman, Owner, Skillful Means Consulting, Durham, NC