If you are like most of us, you feel insecure when it comes to money. No matter how much you make, there never seems to be enough. Money issues are not just about the numbers. The behaviors and history we have with money play a huge part in how we manage it. Or in most cases, let it manage us. It doesn’t have to be that way. If you’re ready to truly change your life and live differently in financial freedom, we’d love to walk that path with you!
Cultivating a Pathway to Financial Freedom for All.
We help small business owners gain control of their finances, ease financial stress, increase their confidence in the decisions they are making, and become a trusted resource. Entrepreneurship can be a very lonely endeavor and having a trusted business professional to talk over new ideas, ask questions to, and be your advocate can be a game-changer! We are here to help you feel confident that your business is financially compliant, provide guidance for cost-saving opportunities, be a resource when challenges arise and so much more!
Services Offered
We’ll handle all of the day-to-day transactions, reconcile to your bank and credit statements, review your financial statements, identify opportunities and be your ally to watch your business succeed! We will work with the systems & processes that work best for you, provide recommendations where needed, and ensure you have the appropriate resources for your business needs! We can do almost anything - except payroll & taxes! For that, we have trusted professionals!
Small Business Bookkeeping
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Clean-up: Review chart of accounts, categorize all transactions, confirm accurate setup of accounting system, review opportunities.
Day to day: Record all transactions into accounting system, communicate insights.
Monthly: Reconcile all bank and credit card accounts, prepare/review financial statements, summarize trends, make recommendations
Ongoing: General business education & support for growth potential, coaching, cost-savings opportunities, etc.
Tax Prep: Work with client's CPA to ensure all year-end reports are accurate and complete.
“If you fail to plan, you are planning to fail.”
-Benjamin Franklin
Don’t let your dreams fail because you didn’t have the right plan in place. When you’re ready to grow, change or sell your business, we can help forecast, analyze or budget what those changes might look like. Even if the plan is status quo, having a budget helps to ensure you stay financially stable.
Client Advisory Services
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Budgeting, forecasting, in-depth financial analysis, accounting system migration, accounting system setup
Most of us are living paycheck to paycheck. We are trapped in a cycle of debt, payments and stress. It can be different. It takes a clear plan, a lot of determination & sacrifice, along with some coaching & cheering to keep you on track! If you’re ready to change your life and experience financial freedom, we can map out a personalized plan for you. We’ll walk this path with you, cheering you on, redirecting when needed, and watching your dreams come true!
Financial Coaching
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Personalized plan to help you achieve your goals, starting where you are.
Accountability partner to walk with you, encourage you, and help you get past challenges that arise.
Budgeting tools, debt payoff plans, recommendations for apps to help you stay on track with your goals.
No matter your financial situation and whether you’re a business or looking for personal financial assistance, our goals remain the same.
Cultivate your prosperity. Reduce stress. Build financial confidence. Live a life of financial freedom.
CONNECT WITH US
The road to financial freedom starts with a single step. Reach out to us and start your journey today.
Schedule an Initial Consultation
This calendar is reserved for potential clients seeking financial assistance with personal financial goals and/or business goals.
In this 45-minute initial consultation, we'll review your current situation, pain points, successes and discuss possible next steps.
If you don’t see an appointment time that works for you, please email me for additional availability.
