We offer three key services: CFO Advisory, Bookkeeping, and Financial Coaching. For more details on each, simply visit their respective tabs on the homepage.

Starting a small business begins with clear planning and organization. Begin by defining your vision, researching your market, setting up finances, and building your brand. For step-by-step guidance on creating a solid foundation, CLICK HERE for my book on practical tips and insights!

CFO Advisory is a service that provides expert financial guidance to help businesses make strategic decisions and manage their financial health. A CFO Advisor acts as a trusted partner, offering insights into budgeting, forecasting, cash flow management, and financial reporting. While not an in-house CFO, a CFO Advisor provides the same high-level expertise to small and medium-sized businesses without the cost of a full-time executive.

Unfortunately, there isn’t a set price or a one-size-fits-all solution, as every client and business has unique needs. I customize my services to align with each client’s specific requirements, ensuring the best fit for their goals and circumstances.

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Absolutely! We highly recommend combining CFO Advisory with Bookkeeping services. This creates a powerful synergy, ensuring accurate, consistent financial management while streamlining your financial structure. Adding Financial Coaching further supports the development of healthy financial habits, benefiting both your business and personal finances. It’s a comprehensive approach to achieving long-term financial success.

We recommend beginning with an initial Discovery Call to discuss your unique situation and how we can best assist you. Following that, we suggest a minimum of six 1-hour sessions per month. Individual sessions are $200 each, but we also offer 3-month, 6-month, and 12-month packages at significantly discounted rates, providing great value for long-term planning and support.

Financial coaching is a personalized, client-focused service that helps individuals and business owners take control of their finances, set goals, and create actionable plans to achieve financial stability and growth. Unlike financial advising, which typically focuses on investment strategies, financial coaching emphasizes education, accountability, and the development of healthy financial habits.

We believe that budgeting is crucial for maintaining control over both personal and business finances. A well-crafted budget not only fosters healthy financial habits but also ensures accountability, allowing you to track where your money goes and how it’s being used. We offer budgeting help through our Financial Coaching Service.