MY HOLISTIC APPROACH
Your business isn’t one-dimensional. The financial help you receive shouldn’t be either.
As your personal advisor, I aim to get a holistic view of your finances, integrating bookkeeping, tax, and consulting work all into one fluid package. This overarching view allows me to help you earn & save more all while taking the hassle of back office work off your plate.
Yes, that means you get to grow a business that gives you both TIME AND MONEY.
Interested in working together? Keep on scrolling.
LET’S BUILD YOUR BUSINESS TOGETHER
A Certified Public Accountant (CPA) with over 10 years of experience, I love diving into the heart of a business and helping owners find solutions AND become more profitable while still running a business that they are passionate about. Which means more time, more money, and less stress.
I understand as a business owner how valuable the money you spend is, and I’m determined to be your righthand girl who helps you make money, not costs you it.
STARTING AT $300/MO
Income & Expense Categorization
Monthly Profit & Loss Statement and Balance Sheet
Tax Filings (inc. Estimates, Annual, & 1099s)
Unlimited Email & Phone Support
STARTING AT $500/mo
The Basic Package Plus:
Monthly 30 Minute 1-on-1 Strategy Session (Business and/or Personal)
Quickbooks Subscription Included
Sales Tax Tracking
Up to 2 Customized Reports
Starting at $750/mo
The Standard Package Plus:
Monthly 1-Hour 1-on-1 Strategy Session (Business and/or Personal)
Monthly Profit First Transfers (optional)
Up to 4 Customized Reports
ONE DAY INTENSIVE
Need a financial fairy godmother? You’re looking at her.
The One-Day Intensive is a 6-hour session where we dive deep into your biz, its finances, and the goals you have for it to help you build a BUSINESS and not just another job. During our one-on-one, I help you:
Create systems & processes to make more money with less work
Remove the stress of managing a back-office
Implement a plan to achieve your overarching goals, and
Most importantly, become a confident bada$$ when it comes to make money decisions for your business
This is individualized to your business and your needs, so if you want to figure out a way to outsource some of your back-office work or hire an employee, we can do that. If you need help figuring out the perfect formula for pricing your products (that you can use for years down the road), we can do that. If you want to learn how to scale and spend more time ON your business than IN your business, we can do that.
BONUS: You receive (3) 30-minute follow-up sessions to ensure any roadblocks you may come across are resolved and that you keep moving forward in your biz and towards more profit.
PLUS: You will get unlimited access to me via email for the two months following our session so any questions that come up during the implementation of our plan can be answered quickly.
Sound like an investment your business needs to boom?
Sign up today for $597!*
*Payment Plan Available upon Request
Need shorter-term help? Get 1-on-1 assistance with:
Profit First Set-Up