recent experience
oCFO
Project experience
Project experience
- Cash Flow Forecasts
- Enterprise Valuations using DCF
- Zero -base budgeting
- Financial Reporting & KPIs
Project experience
Project experience
Project experience
- LA Stadium & Entertainment District- Project Budget, GAAP financials, and vendor Draw management
ERP implementation
Project experience
ERP implementation
- YARDI - 2012
- SAGE 100 - 2015
- CMiC - 2017
Bookkeeping services
INITIAL MEETING
NEEDS ASSESSMENT
NEEDS ASSESSMENT
We will meet over the phone or zoom to discuss the who, what, where, and how of your unique business and bookkeeping needs. Upon signing of an agreement, we'll move on to the needs assessment.
NEEDS ASSESSMENT
NEEDS ASSESSMENT
NEEDS ASSESSMENT
We will work together to identify all relevant bookkeeping needs (e.g. volume of accounts and transactions, payroll, job costing, sales tax reporting, how many users, bill pay, and customer invoicing among many others).
RECOMMENDATION
NEEDS ASSESSMENT
RECOMMENDATION
Based on our initial meeting and assessment, I will recommend the software packages best suited to meet your needs and propose next steps. With an outlined game plan you'll always feel involved and in control of the process.
ON BOARDING
ON BOARDING
RECOMMENDATION
If you are not a current QuickBooks Online customer and desire to upgrade your bookkeeping to QBO, I will work with you to complete an on-boarding questionnaire which will contain all the required information needed to set up your books. I will then create your company and set it up for long-term success using my best practices and years of professional accounting experience.
TRAINING
ON BOARDING
FOLLOW-UP
I will provide access to helpful training resources for you to get familiar with your new accounting system.
FOLLOW-UP
ON BOARDING
FOLLOW-UP
I plan on every client having follow-up questions. If a better more suitable level of services or software is needed, you are not locked into a single product. What's important is a successful implementation.
Andrew Kephart CPA
With 18 years of professional accounting & finance experience, Andrew began his career in public accounting after graduating from Texas A&M University with degrees in Accounting and Finance from Mays School of Business. For the first five years he conducted and managed the audits and financial reviews for both public and private companies. Later Andrew lead accounting teams as Controller for some of the most well-known private real estate and construction companies in Dallas, Texas. Additionally, Andrew has project-managed numerous ERP system implementations, while streamlining back-office function to speed month-end-close, shorten cash conversion cycles, and develop healthy internal control environments. An expert in accounting department policy and procedural design, and a master of cost and budget controls, Andrew supports clients in implementing client-tailored accounting solutions across a variety of industries.
Andrew has been an active Certified Public Accountant since 2008 and is a Certified QuickBooks ProAdvisor.
