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Anne Whalen, principal of Anne Whalen Business Consulting, has over twenty-five years of proven success with small profit and non-profit businesses, as well as non-profits of all sizes. The range of business consulting functions we offer puts her well-honed accounting and management acumen, exceptional interpersonal skills, and ability to motivate people, to work for you.

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Vision Statement

Create a dynamic work environment where wise management and effective, sustainable business systems free up organizations to focus on their passion and mission.

Mission Statement

Offer individualized, effective management and business solutions through consulting, accounting and bookkeeping services to small profit and non-profit businesses as well as non-profits of all sizes.

Accounting Services

Review and analyze financial data to ensure compliance with accounting policies and procedures, tax requirements, and generally accepted accounting principles (GAAP).

• Review, recommendations, implementation of systems
• Customize management and financial reports
• Cash flow projections and management
• Budget development and monitoring
• Manage audits and reviews from outside accountants
• Work with tax accountants and review filing
• Capital asset management
• Cost accounting, job cost, product and project costing systems

Bookkeeping Services

Full service bookkeeping includes preparation of financial information for daily operations, statements, tax returns and internal management reports.

• Accounts payable
• Accounts receivable
• Bank and credit card reconciliation
• Inventory control
• General ledger
• Financial report generation
• Payroll

Business Management Services

Business management supports senior management to ensure achievement of objectives and provide a clear picture of the current status and ongoing needs of the organization.

• Administrative duties
• Financial reporting, budgeting and analysis
• Administration of payroll and benefit programs
• Staffing and personnel evaluation
• Employee handbook
• Position descriptions
• Evaluation and maintenance of insurance programs
• Liaison with various departments/publics
• Facilities management
• Other services as requested

Payroll Services

Payroll processing compensates a business' most valuable asset, its employees. We provide accuracy, timeliness, and diligent payroll tax reporting and payment.

• Evaluation of current system, recommendations, and setup
• Remote time entry
• Pay check generation
• Benefit and payroll tax reporting and payment

Peachtree, Quickbooks,
Quicken, Excel Software

Accounting software programs developed for small businesses and nonprofits provide an effective vehicle for managing financial information especially when the right software is installed and customized to the specific organization needs.

• Evaluation of software and hardware needs
• Recommendation
• Customized setup and implementation
• Online and remote access
• Design specialized reports
• Security controls
• Training and support