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.
Implementing Quickbooks Online (QBO)
Mitigating the Risk of Unorganized Finances
Producing Timely & Accurate Reporting
Mitigating the Risk of Inefficient Processes
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.
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
Training & Documenting Procedures
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.
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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.
Testimonials
What our Clients Say
Our clients are our top priority. Here are a few of our latest reviews!
questions & answers
Common Questions
It's time to feel confident about your business!
Contact me for any questions
Reach me to say Hi!
- 806-223-3887
- bynumstrategies@gmail.com