What We Do

We serve Business Owners in the following areas:

1. Bookkeeping
2. Business Advisory
3. QuickBooks Setup

Our Services:

Bookkeeping

We’ll provide a rock solid set of books with all needed reporting in order for you to make informed business decisions.

Rest assured we exercise utmost care in accuracy, completeness, attention to detail and reliability.

Weekly and monthly update frequency options are available.

24/7 access from any device.

Read more here.

Business Advisory

We offer two levels of service here. Choose either one or both:

1. Business Analysis. We bring clarity to Business Owners by identifying the drivers of your business results. You’ll know where you stand and why.

This allows you to focus on what matters in order to improve results.

We advise you on how to improve the focus areas brought out in the Business Analysis.

2. Business Planning. Now that you know where your business is and why and what to work on, we partner with you in establishing business goals, strategies and priorities. We offer many business planning decision tools.

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QuickBooks Services

We can set up your QuickBooks when you want to do your own bookkeeping. Initial training and follow-up sessions are available.

We can also get your books caught-up and cleaned up if that’s what you need.

Want to transfer your data from Desktop to QB Online? No problem.

Our Goals:

We aim for these four things in everything we do:
1. Increase clarity around your business goals and finances
2. Reduce your frustrations 
3. Increase your freedom and peace of mind  
4. Help you earn more while working less

Why We Do It

We love helping Small Business Owners achieve their dreams of financial success, more freedom and peace of mind.

Pricing

You’re purchasing Clarity and Peace of Mind, a partner working to solve your business issues – that has your goals in mind and is working with you to achieve them.

Of course, we’re here to increase your cash, compensation, profit margins and to save you time and money.

Our pricing is not based upon hours worked. You choose the options you want. You pay the same price each month. No surprises. 

Finally, what we provide will be in writing up-front, so it’s clear. Likewise, what we need from you will be in writing up-front.

What’s Next?

I would love to learn more about you and your business needs, frustrations and goals.

Let’s schedule a FREE Consult. Contact me here.