Services
Cash Flow Coaching
I love to really get into the details of a business’ books with my coaching clients, and look for numbers to celebrate and areas we can improve. I’m passionate about education and finding ways to help business owners understand how the choices they make with money are impacting the way their business grows.
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Bookkeeping services are mostly to look back and see how you did in the past..
Cash flow coaching is about using those past numbers to prepare for an even better future.
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This services is best for those at consider themselves coachable and are willing to learn how to do things to reach their goals.
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Cash Flow Coaching can be a stand alone service or add-on service to your other bookkeeping needs. Let's discuss on your call!
Ongoing Bookkeeping
Available as a monthly or quarterly service. You have better things to be doing in your business than worrying about this. Allow me to take this off of your plate so you can feel lighter, with less stress & worry, and more time so you can be working on the parts of your business you enjoy. Ongoing bookkeeping includes, but is not limited to, the following:
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Categorize & match bank & credit card transactions
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Import and categorize transactions from payment gateways (Stripe, Paypal, etc)
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Reconcile bank and credit card accounts
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Generate financial reports
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Give yourself the peace of mind that your books are staying up-to-date and there will be no surprises at the end of the year!
Set Up or Clean Up
Whether you are just starting out or you've been at this business for a while and your books have taken a backseat in your business, it's never too late to get organized! No matter what things look like currently, there is no judgement here. Let's work together to get things running smoothly so you can see a clear picture of your finances.
These services can include, but are not limited to, any of the following:
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Establish new account in bookkeeping software
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Customize Chart of Accounts
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Input products/services sold
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Input customer and payment information
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Input vendor information
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Input 1099 contractors and W-9 information
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Review and reclassify existing transactions
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Upload/input and categorize historical transactions
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​Import and categorize transactions from payment gateways (Stripe, Paypal, etc)
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Reconcile bank and credit card accounts
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Generate Balance Sheet and Profit & Loss Report for the clean up period
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Clean up customer list to remove inactive customers
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Clean up vendor list to remove inactive vendors
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Review and customize your Chart of Accounts
Are you ready to
work together?
Your first step is to schedule a free consultation call with me.
To find out more about what comes next, visit my Work With Me page for a step-by-step breakdown of what to expect if we choose to move forward together.