Monthly Recurring Investment
This is for you if you're ready to take the accounting tasks off your plate but still want to understand the numbers in your business.
Level up your decision-making and scale your business.
This package includes full monthly bookkeeping (bank, credit card, payroll, and additional balance sheet reconciliations, monitoring of A/R, A/P, etc.), financial statement analysis and review, unlimited phone and email support, monthly virtual financial meetings to review the information most important to your business, budgeting and financial forecasting, and advisory support (I'm in your corner for anything you need when it comes to the money side of things).
One-Time Investment $250
You have questions, I have answers.
This is for you if you have a list of questions or things you're struggling with when it comes to the financial side of your business.
This session is a 1-hour intensive where you will leave with clarity and confidence about the numbers in your business. Your questions will set the agenda, but we can discuss financial goal setting, a review of your Quickbooks Online account, review current financials, discuss process improvements, deductions you may be missing, how & when to pay yourself, business & tax savings, and so much more! I will follow up the call with a summary of what we discussed along with any resources that will be helpful based on our discussion.
Monthly Recurring Investment $47
You are in the DIY phase of business ownership and want community support.
This is for you if you feel like you're always doing it wrong when it comes to the numbers side of your business.
The CASH Club is a place where you can gain confidence by learning in a way that's approachable, get answers to your money-related questions, and have an "on-call" accountant when you're unsure of how to move forward. It includes a membership area with new resources each month, monthly recorded training calls, and access to two accountants!