MGroup has partnered with True Figures Consulting LLC to offer bookkeeping solutions for your business.

Sherri M. Halas, Bookkeeping Professional

Biography

Sherri started her business career by implementing the accounting function at a small start up manufacturing company.  She then joined GE Capital and held various financial analyst and managerial roles across the company for 11 years.  In 2018, she joined MGroup’s associate Matthew T. Close at Bethel Tax Services LLC leveraging her broad business background to assist with tax preparation, bookkeeping solutions, data analysis, process automation, and work flow organization.  Her enjoyment of bookkeeping for small businesses led her to get certified as a Quickbooks ProAdvisor and start her own company True Figures Consulting LLC.

Credentials
• B.S. in Finance, The Pennsylvania State University
• GE Financial Management Program
• Certified Quickbooks ProAdvisor

MGroup and True Figures Consulting LLC are excited to offer a wide range of exceptional, real-time, expert services to meet your ever-growing business needs.  From simple bookkeeping to forecasting and budgeting, know you are in good hands to focus on what matters most, running your business.

• Gain peace of mind not worrying about your books and focus on your business
• Know you are in good hands with an experienced Certified Quickbooks ProAdvisor
• Make tax time seamless with readily available accurate financial statements
• Gain transparent, insightful, & accurate financials to understand the health of your business
• Save time & money by outsourcing your bookkeeping needs to an experienced bookkeeping professional
• Make important business decisions using real time sound financials
• Streamline & automate business processes to free up time and save money
• Project where your business is going, how you are doing along the way, & budget to help your business get there successfully

Range of small business bookkeeping services include:

• Remote bookkeeping (Monthly, Quarterly, or Annually)
• Reporting of financial statements (Profit & Loss, Balance Sheet, Variance Analysis)
• Reconciliations of bank and/or credit card accounts
• Setting up in QB a new business or converting an existing one
• General book assessment & cleanup for current or prior years
• Quick one time catch up of books if you are behind
• Support for “do it yourself” bookkeeping with guidance on proper set up
• Business financial planning and analysis to help make important business decisions
• Detailed forecasting, budgeting, & variance analysis
• Financial projections used in requesting bank financing
• Process efficiency implementation utilizing six sigma strategies
• Tracking data for 1099 purposes
• Support of sales tax preparation

Thank you for your interest in MGroup’s and True Figures Consulting bookkeeping solutions!

Please contact us today so we can discuss your business needs and learn how we can help you streamline and grow your business.