(503) 863-6149
Consulting & Advisory
When you are unsure where to start and you have ad hoc booking projects that you need a professional to review and assist. This can be to assist with PPP loan forgiveness, recording one off- journal entries, assisting with A/R or A/P, transitioning projects from one software to another.
let's change the way you look at your finances...
Projects completed with care by a professional.
Someone to walk through ad hoc projects with you understanding your goals.
Saving you time of researching and completing yourself.
what you get
Having a reliable bookkeeping consultant to assist you with questions.
Proposal for the requested work completed with a project timeline.
Transparent advisory services.
ready to get started?
It's wayyy easier than bookkeeping, promise.
1
Book your consultation
2
Client OnBoarding and Clean up
3
Monthly Support
faq
I only work with clients who use Quickbooks Online or Xero or plan to transition to this software.
Adjusting the frequency of services is easy!
I no longer offer training sessions for Entrepreneurs who want to learn how to do bookkeeping themselves.