Services
Business Plan Development & Refinement
A well-constructed business plan is essential not only for launching a business but also for maintaining direction and fostering growth. Joy emphasizes the importance of defining clear objectives and strategies to guide your business journey.
Certification & Training Program Development
As the founder of three successful certification and training organizations, Joy brings hands-on expertise to certification program development. She was a co-founder of the following education and certification organizations:
- Association of Certified Anti-Money Laundering Specialists (ACAMS)
- Association of Certified E-Discovery Specialists (ACEDS)
- Association of Certified Financial Crime Specialists (ACFCS)
Joy is available for consulting projects to build customized certification programs aligned with your organization’s knowledge base and objectives.
Financial Reporting
Every organization benefits from maintaining essential monthly financial reports, including Profit & Loss Statements, Statements of Financial Position, and Statements of Cash Flows. Joy ensures that critical financial accounts are reconciled and delivers actionable insights for owners, bankers, and stakeholders.
Budgeting, Variance Analysis, & Forecasting
Joy helps businesses assess their current performance against set goals. By analyzing variances, she identifies areas of success and opportunities for improvement, leading to accurate forecasting. Her approach helps clients address cash flow challenges and make informed investment decisions.
Business Valuation
Joy provides valuation services essential for estate planning, growth strategies, investor relations, and other key financial decisions. She delivers expert insights to quantify your business’s value and support strategic planning.
Due Diligence & Audit Support
While Joy’s firm does not perform audit services, she provides valuable support to clients managing auditor requests. Joy also assists with due diligence for buyers involved in mergers and acquisitions.