How I can help...

Covid-19 financial counseling and advising

  • If you are in need of help due to Coronavirus-related issues, such as decreasing sales, staffing cuts, government-mandated closures, and jeapardized cashflow, then we need to talk. I am dedicated to small business, and their owners, and want to see as many businesses as possible survive the challenging times that began in March of 2020. 

Numbers Coaching

  • Make friends with and understand your financial numbers, so you can operate a more successful business.

  • This personalized and dynamic one-on-one coaching series will teach you what you need to know so you can interpret those rows and rows of numbers on your financial statements. We'll work together so you can learn how use your own reports, analyze the relationships between the numbers and make more strategic decisions that will take your business to the next level.

Strategic Planning

  • Cashflow management, tax strategy, budget development and administration, periodic forecasting, cost reduction strategy and implementation, plus variance analysis

QuickBooks Consulting

  • Assistance in selecting and customizing the correct Intuit QuickBooks software product. Desktop to Online conversions, version upgrades, installation, setup, training, and troubleshooting.

  • The QuickBooks Diagnostic! A customized review of your data file that provides a personalized report with specific recommendations to improve your work flow and record-keeping.

  • Cleanup and reorganziation of financial transactions which results in improved accuracy of financial reports.

One-on-One Consultation

  • Want to start a business and unsure where to begin?

  • Already in business and feeling stuck? 

  • A customized two-hour consultation will answer all your questions and set you on a path for success.