Consulting

Management Advisory Services

From start-ups to midsized companies, Dawn Milne CPA has experience working with clients in a broad cross section of industries, with services ranging from basic bookkeeping to budgeting, system implementation and income tax processing. We are able to draw on our extensive experience to consult with businesses and individuals to help design, implement and improve their financial operations. Our goal is to make sure clients’ financial operations are an asset supporting their growth and success.

Providing a sounding board for ideas, and consulting services for new or existing businesses regarding:
  • Budget preparation
  • Business plans
  • New business set-up services
  • Business acquisitions and liquidations
  • Loan application
Accounting health assessment
  • Review your current accounting
  • Identify opportunities for improvement
  • Professional external advice

Businesses sometimes want third-party expert advice, or maybe just a second opinion, to make sure their accounting is being done properly, with good policies and procedures being followed. Dawn Milne offers a rapid, cost-effective assessment that provides clients with a report that helps clients make informed decisions about their financial operations.

Accounting system implementation
  • QuickBooks & Peachtree
  • Time and billing
  • Policies and procedures

Some clients have outgrown their initial bookkeeping system, setup or capabilities, and need a more robust solution with professional management and oversight. Dawn Milne is a certified QuickBooks Pro Advisor with nearly 20 years’ experience working with the family of Intuit software’s. We have implemented and managed several different time-and-billing systems and know how to help clients select the one that’s right for them. Software is only part of the solution. Implementing well-designed policies and procedures that are consistently followed are critical to a successful accounting system.

Budgeting
  • Create budgets
  • Define and manage key variables
  • Track actual results vs. budget

The budgeting process helps business owners and executives plan for the future and identify key variables that drive growth and profitability. Tracking actual results versus budget enables management to adjust its business decisions on an ongoing basis to best meet organizational goals. Dawn Milne has built and managed financial models for businesses in numerous, diverse industries.