Here's What You Can Expect:

I offer advisory services for business owners who want more than accurate bookkeeping—they want help understanding what their numbers are telling them and how to use that information when making business decisions.

-Financial Review & Analysis:

I’ll help you review your financial reports, identify trends, and better understand the financial health of your business.

-Budgeting & Forecasting:

I can help you create realistic budgets and forecasts based on your current financials, goals, and plans for the business.

-Cash Flow Planning:

We’ll look at how money is moving through your business and identify ways to better plan for upcoming expenses, obligations, and opportunities.

-Profitability & Expense Review:

I’ll help you understand where your money is going, what areas of the business are most profitable, and where there may be opportunities to make adjustments.

-Customized Financial Reporting:

If your standard QuickBooks reports aren’t giving you the information you need, I can help create reports and metrics that are more useful for your business.

Advisory services can be provided as a one-time financial review or as ongoing support, depending on what your business needs. My goal is to help you understand your financial information and feel more confident using it to make decisions.

Advisory Services May Be a Good Fit If...

-Your books are current, but you’re not sure what the numbers mean

-You want help reviewing expenses or profitability

-You need a budget or forecast

-You’re planning for growth or a major business decision

-You want customized financial reports or metrics

-You’d like regular financial check-ins without hiring a full-time CFO

How It Works:

1. Intro Call
I’ll learn about your business, goals, and the type of financial guidance you’re looking for.

2. Financial Review
I’ll review the relevant reports and financial information before our meeting.

3. Advisory Session
We’ll walk through the numbers together, answer your questions, and identify practical next steps.

What Are Your Pricing Options?

Every business is different, so monthly bookkeeping is priced based on factors such as transaction volume, number of accounts, complexity, and the level of support needed. After the intro call and any required review, I’ll provide a custom monthly quote based on your actual bookkeeping needs.

I'm committed to finding a solution that fits your needs, whether you're looking for full-service bookkeeping or one of our DIY packages. I'm excited about the possibility of working together!

Request a Free Intro Call

Google Sites

Report abuse