Philosophy
At Above Par, we believe that the success of your business is tied to its standards of operations. From accounting to customer experience, we care about the trajectory of your business and we work hard to deliver information that is clear and actionable so that your company can operate at its highest standards and thrive!
MANAGEMENT CONSULTING
We take your company’s pain points seriously and help identify, assess, and correct accounting and operational systems. The efficiency of your company’s organizational systems, whether it be in accounting or operations, is a key factor in whether your company will progress and grow smoothly or have a rough go at it. Streamlining systems of organization with accounting management, service management, point of sale (POS), customer relationship management (CRM), and various other software can drastically improve the efficiency of internal operations. Furthermore, streamlining communication between departments, whether it be through internal processes or communication and task management software such as Slack or Monday.com can have a similar effect on efficiency, as well as interdepartmental cooperation. Businesses that can effectively integrate the appropriate systems and maintain them well have a huge advantage over those that continue to utilize manual or disorganized systems. However, knowing which systems to use, and how to use them in a way that complements one another, can be a huge learning curve for many business owners. We are here to help!
ACCOUNTING
A healthy and thriving company begins with accurate accounting. Great accounting begins with the basics:
A strong working knowledge of double-entry bookkeeping & accounting principles
Accurate data entry & organized record-keeping
Clear communication (transparency) between accountant and employer or client.
A proactive attitude toward financial reporting and interpretation for the employer or client
If your bookkeeper or in-house accountant doesn't understand how the categorization of your transactions impacts your company's financial reporting or doesn't understand the fundamentals of double-entry bookkeeping, how can you be sure they are working to your company’s advantage? If they do not understand how your daily transactions impact your company's tax return, how can they help you maximize your company's deductions? You've worked hard to build a profitable company and you deserve to have an accounting professional who operates above par and is committed to helping your business grow. We believe that professional bookkeepers should hold themselves to a high standard of service and be compensated well for their offerings. Excellent bookkeeping is not only about achieving accuracy with the books, but it includes a keen ability to understand your employer or client's financial reporting and organizational needs. Bookkeepers are some of the most trusted individuals within a business structure, and cultivating a high level of confidence in your abilities is a key factor in a successful bookkeeper-client relationship. What value are you providing to your employer or client? In what ways can you go above and beyond their expectations in order to help them understand how their accounting affects their business growth? You are the bridge between the everyday transaction and the financial bottom line. Make sure you are cultivating your business to be an effective piece of your client or employer’s business puzzle.
Nice to meet you
Heather Richard
Management & Accounting Consultant
For over a decade, I have had the privilege of helping individuals and businesses create efficient systems for managing their business accounting and operational needs. I have served in various roles over the years, such as in-house accounting manager, senior staff accountant, HR representative, payroll manager, inventory specialist, tax professional, full-charge bookkeeper, and business consultant. I work with businesses of various sizes and industries to help them remove the roadblocks that are standing in the way of their company’s profitability.
Augment MBA
Master’s Degree with a strong background in research and practical organization.
QuickBooks ProAdvisor - ProAdvisor Profile Page
Certified Fathom HQ Advisor (Certificate Number: ziogo3q6ut)
Proficient with various platforms:
Accounting & Tax programs - Quickbooks Desktop and Online versions, Odoo, Lacerte Tax Program, Crosslink Tax Program, UltraTax, ACCtivate Distribution Management, Netsuite, Quicken, & Peachtree Accounting
FP&A Software - FathomHQ & Qvinci
Operational & Programs - Microsoft Office Suite, Odoo, Clover, Service Fusion, Mindbody, Slack, Monday.com, Trello, Asana, Lucidchart, and various CRM and POS software.
