Personal, Business, Non-profit accounting

risk unraveled

Whether you run a small business yourself, or a large organization or Nonprofit, Risk Unraveled mitigates your risk at every turn.

Finances Saving Economy concept

Implementing Quickbooks Online (QBO)

Mitigating the Risk of Unorganized Finances

Managers are using tablets to analyze sales cost reports and explain summary reports

Producing Timely & Accurate Reporting

Mitigating the Risk of Inefficient Processes

Business training

Training & Documenting Procedures

Mitigating the Risk of Unanticipated Growth

How can I help you...

I’m WHITNEY BYNUM — your personal ACCOUNTANT

ACCOUNTING, FINANCIAL COMPLIANCE & SYSTEMS

My background and experience in banking, corporate G&A accounting, financial compliance, segregation of duties, along with system analysis/efficiencies gives me an edge to help problem solve personal and organizational related financial roadblocks.

Finances Saving Economy concept

Quickbooks online

Financial tracking can be a necessary evil when it comes to organizing your personal finances, to creating a business doing what you love to do. By walking alongside you, and building a good financial foundation that starts with a meaningful system setup, we can mitigate this risk together.

As a QBOA (Quickbooks Online Accountant) I have an established platform in place to help streamline your financial tracking

Financial tracking efficiencies are what I love to do and I look forward to doing what I love, so that you and others can do the same

Communication is key. Acknowledging your need for help with the financial components of your life and livelihood is the best first step

QBO is an online tool that allows you convenient & unlimited access to your financial data. There is flexibility to be as involved as you'd like

As your business grows and you find yourself in a position to hire an in-house financial team, your financial books are easily transferable & I'm happy to help train and facilitate a smooth transition

Producing Timely & Accurate Reporting

With the many types of systems that we have at our fingertips to incorporate as solutions to various components of our finances, things can get busy and tricky, quickly.  From the outside looking in, together we can tackle making the meaningful systems work together and narrow in on processes and procedures that allow for streamlining the details in order to produce accurate and timely reporting.  Whether the reports are for you, or for a Board of Directors, or some other level of oversight, we can work toward efficient processes working within meaningful systems.

Balance Sheet: Organizing your assets, liabilities and owner's equity to ultimately produce a snapshot summary at any point in time

P&L Statements: Booking both income and expenses to produce monthly Profit & Loss reports

A/R Aging Summary: Staying diligent, when it comes to timely customer payments, can be achieved with frequent Accounts Receivable report reviews

Budget vs. Actual: Planning ahead and preparing an annual budget can be a great way to measure how well you are managing your money based on the strategies you have established

Monthly Management Packets: Counting on a timely packet of financial reports for review, after each month-end close, can be a great way to keep a close eye on the health of your personal finances or the health of your organization

Managers are using tablets to analyze sales cost reports and explain summary reports
Business training

Training & Documenting Procedures

Sometimes growth is an intentional effort, and other times it’s unexpected.  When good systems and processes are in place, the best next step is well-documented policies and procedures.  When things are working well and growth is experienced, it’s often hard to take the time to document what you are doing well. 

Don’t let the growth be a distraction from the importance of good documentation.

Established efficiencies take hold, long-term, when there is procedural documentation readily available that supports the achievement of that success.  Don’t hesitate to take that pause and bring in help to document what you do well and afford you a continued path of success.

additional expertise

Other ways i can help

With my years of dedicated experience, there’s nothing I can’t do for you and your organization.

Budgeting

With good financial tracking in place, and as your focus shifts to planning ahead, I can help you/your business establish a budget that aligns with your financial strategy.

Auditing Support

Help businesses and organizations anticipate auditing expectations.

Executive Training

Help Board of Directors and Business Owners better understand their financial reports to become more effective leaders

Collaborate

When I know something is important to someone, collaborating with them on a solution brings me tons of joy

book keeping

I can keep a business/organization current on tracking their financial data throughout the year, which can reduce the amount of time a CPA would spend preparing their taxes.

Desk office business financial accounting calculate

Testimonials

What our Clients Say

Our clients are our top priority. Here are a few of our latest reviews!

Whitney went above and beyond to get to know me and my business. She cleaned up my QB account and provided me with accurate reporting on my company. Her knowledge and expertise with QB allowed her to patiently explain and teach me how to make better use of the system.
Matissa C.
Small Business Owner
Whitney is extremely knowledgeable about multiple systems and software including how they can work together for the overall desired outcomes. She dives deep to understand the goals of the organization and business. She was instrumental in helping us improve efficiencies and productivity in daily and monthly organizational tasks.
Heather P.
Director of Oklahoma Family Network
Whitney helped us out in a huge way during the early days of our church. Always quick to answer our questions and provide insight and clarity, Whitney brought us great peace of mind with the quality of work she provided us. From producing accurate documentation, to helping us build financial systems to implement our vision, Whitney’s personal touch, as well as her efficiency and accuracy, enabled us to thrive.
Stephen M.
Pastor
We hired Whitney and Risk Unraveled to help us create a system to mitigate our many risks as a daycare, and to prepare ourselves for our regular DHS audits and reviews. Whitney listened incredibly well as we talked through our needs and concerns. She asked very thoughtful questions and communicated extremely well throughout the process. The end product was more than we expected, and it is a very valuable tool that we have used it for several years now. Whitney combines her experience in financial compliance, as an accountant and systems analyst, to really bring a full range of knowledge to each project that she takes on.
Kristy S.
Business Owner
For several years, Whitney Bynum has taken care of the accounting and financial details for our non- profit, OKC Hope Link. Whitney graciously volunteered her services for our OKC Hope Link, selflessly working hard to make it all happen. Trusting Whitney was easy, as she had years of experience in the financial world and was an obvious whiz at numbers. I never doubted Whitney’s abilities to take care of OKC Hope Link financially and with our taxes. Knowing Whitney was taking care of things “behind the scenes” made it easy for me to rest, knowing it would all be taken care of on time, and in a perfect manner. Whitney Bynum is a servant-hearted, hardworking individual and anyone who hires Whitney will benefit from her both personally and professionally.
Ryan M.
Executive Director
Joe Bellar Real Estate Inspection, LLC began working with Whitney early in 2021. She has performed an incredible service in getting our bookkeeping current and cleaned up. Our tax accountant was so impressed that he called and asked who started our bookkeeping. Whitney's expertise and professionalism made this my easiest tax year ever. Knowing that she is watching over our books and providing us with timely, accurate financial reports has allowed me to focus on growing our business. Now our company does what it does best; home inspecting and not worrying about bookkeeping.
Joe B.
Realtor

questions & answers

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It's time to feel confident about your business!

Contact me for any questions

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