Consulting &  Advisory

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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...

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Projects completed with care by a professional. 
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Someone to walk through ad hoc projects with you understanding your goals.
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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.
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1

Book your consultation

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2

Client OnBoarding and Clean up

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3

Monthly Support

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Ready to get started?

I can't wait to meet you!

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.