If you are just starting a new business venture or wanting a do-it-yourself approach with the guidance to start you off on the right path, this is your ideal place to begin. We will work together to define your milestones and create your bookkeeping and business systems to allow your business profits to serve your life goals. I will help you get started by understanding what your financials are telling you.
You have been on your business journey but you are ready for a new direction. Whether you are hitting roadblocks in your growth, not satisfied with your profit or perhaps not even getting paid, it is time for a turning point. Together we will evaluate where you are at in your business finances, identify opportunities and make a plan to move you forward for a business you can love again. We will assess, implement systems and evaluate your business. Together we can set you on a new path for maximum profits.
Perhaps your business has outgrown your current systems or you find your business running your life instead of the other way around. In this package, I offer full CFO services and work in partnership with you to assess your financial challenges, identify your values and make a plan. We will focus on behaviors, action and forward movement to support the life you desire. If you are ready for an accountability partner and to make the changes you are seeking this process will outline your next steps and keep you moving forward. Let’s get started.
“When it comes to your numbers, you have choices as a small business owner. You can endure the stress and worry of doing everything yourself. You can hire a bookkeeper just to clean up and run reports so you can be ready at tax time. You can choose to work with a proactive partner to understand your numbers, make a plan and follow a system to reach your goals so that your business serves your life – not the other way around. I will help you make this happen by using my education and experience as a financial coach and Bay Area bookkeeper. Let’s see how we can work together to help you reach your goals.”