Steward Value: Efficient and Effective Financial Operations

Effectively run your organization through clear, simple, and well-designed financial information, on-time accounts payable, accounts receivable, payroll, forecasting, meaningful financial reporting, and data-driven insights. Implementation of tools for ongoing review, management, and timely decision-making.

Finance Specialists

Accurately track day-to-day transactions enabling you to better analyze operations and help inform your business decisions.

  • Invoice customers
  • Route bills for approval & payment
  • Reconcile accounts
  • Process and record payroll
  • Generate financial reports

Controllers

Manage finances through cost and cash flow management and tailored financial and metric reporting.

  • Analyze revenues and expenses
  • Basic cash flow management
  • Create customized reporting
  • Create and implement systems and processes to ensure efficiency

Chief Financial Officer (CFO)

Enable effective decision-making and strategy through data insights.

  • Participate on the strategic management team and lead accounting/operational departments
  • Analyze and review the financial statements, report internally and externally
  • Create complex financial projections
  • Develop effective capital structures and manage lender relationships

Your First Step

For a no-obligation consultation about your bookkeeping or accounting needs, contact:

Amanda Lee

amanda@platinumaccountingsvcs.com
651-295-1651

“Why do we do it this way?” When it comes to finances and human resources (HR), many organizations will answer: “It’s the way we’ve always done it!” It’s my passion to help these same organizations to take it up a notch and find new efficiencies. I offer a fresh set of eyes into their financial statements, processes and teams to help them go from good to great.

Finance Specialists

Accurately track day-to-day transactions enabling you to better analyze operations and help inform your business decisions.

  • Invoice customers
  • Route bills for approval & payment
  • Reconcile accounts
  • Process and record payroll
  • Generate financial reports

Controllers

Manage finances through cost and cash flow management and tailored financial and metric reporting.

  • Analyze revenues and expenses
  • Basic cash flow management
  • Create customized reporting
  • Create and implement systems and processes to ensure efficiency

Chief Financial Officer (CFO)

Enable effective decision-making and strategy through data insights.

  • Participate on the strategic management team and lead accounting/operational departments
  • Analyze and review the financial statements, report internally and externally
  • Create complex financial projections
  • Develop effective capital structures and manage lender relationships