1) Assess the Mess
Your whole bookkeeping system feels like a hot mess. Sure, you picked an accounting software, but you feel like your books are a total mess — and they’re getting messier by the day.
RIGHT NOW YOU’RE…
- Not exactly sure how much you’ve got coming in or going out each month, or how to use your accounting software
- Hiding a shoebox full of receipts
- Losing sleep over tax season. What if you overpay or miss tax credits because of messy accounting?
YOU NEED ASSESS THE MESS
- Partner with a finance-fluent professional who will come in, eyes wide open, and assess the mess (with zero judgement)
- Get a clear, complete review of where your books are at
- Learn exactly what you need to do to tidy up and manage your books — with Beyonce levels of confidence
2) Intensive Sessions
You have questions about your business finances but want to be your own CFO. You absolutely can be… if you know what you’re doing. Because right now, it feels like you have more questions than answers.
- How do I create a proper budget?
- How can I ensure my business is profitble every month?
- How much should I be putting away for taxes?
- What should my revenue goals be so I can scale my business without feeling like I have to give up everything else in my life to do it?
YOU NEED AN INTENSIVE
- We’ll spend a few hours together and go through all your specific financial questions
- You’ll get laser clear on how to manage your money and increase profitability without hiring anyone long-term (at least, not yet)
- You’ll learn how to make sound business decisions without constantly second-guessing yourself (trust me, that feels so good).
3) Full Service Bookkeeping
If you’d rather battle with a bear than battle with your books any longer, it’s time to bring on a long-term financial partner.
DOES THIS SOUND LIKE YOU?
- You're waaaaaay too busy to keep handling the business finances yourself any longer
- You don't want to hire an employee or pay your CPA a small fortune to do it
- You want to partner with someone you 110% trust
- You’d like your weekends back
YOU’RE READY TO PARTNER WITH A PRO
- Get a long-term financial partner who not only has your books under control, but has your back too.
- Breathe easy knowing that your books are reconciled every month.
- Cashflow, tax filings, and payroll? Yep - it’s handled. I’ll even implement Profit First systems for you.
- Have any money-related questions? I’ll always answer them (even the ones you think are stupid)
Software & Systems
As a certified Profit First Bookkeeper (there are only a couple of hundred of us in the world), it’s my job to love software and systems so you don't have to. Here are a few of the tools I work with: