Bookkeeping & Financial Services

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BOOKKEEPING & FINANCIAL SERVICES are for folks new to their process of radically reimagining, those who have been at it a while, and everyone in between.

Folks who are seeking support in tracking, managing, and understanding the financial aspects of their business, so they have the data, knowledge, and support they need in making informed, intentional, value-driven decisions that will promote sustainability for themselves and their business.

“Help me get my sh*t together!”

Otherwise known as BOOKKEEPING CLEAN-UP - this is a good place to start for anyone whose feelings of overwhelm have had them stuffing receipts in the metaphorical shoebox, building the “important things I need to save” piles of mythical proportions, and/or avoiding thinking about finances all together.

After we’ve got everything in its right place/arranged in rainbow order, it’s up to you to decide whether (1) you’re good to go! (2) you’d like help building systems to keep things organized (3) you’ve realized how much you never want to do bookkeeping, like ever, and you want to build a monthly contract to make that dream a reality.

Financial Translation & “What-If” Possibilities Generator

While I can’t call it “financial coaching", or “financial guidance” because hierarchy is hard for me, I can help translate the numbers into information that is meaningful for you and your business so that you have the information you need to make the best decisions for you! This is especially helpful when considering changes like starting or expanding a business, but can be useful at any time!

Whether you are looking for a general assessment of your business’ cash flow and financial well-being, support in budget development or goal-setting for your future business or service, or you want a data-driven sounding board to explore the feasibility of your wildest/wackiest dreams - I’m here for it.

Collaborative Support for Dreaming, Scheming, & Doing!

Don’t see the service or type of support you’re looking for listed here and want to float a new idea my way? Please schedule a consultation!! I love to connect with folks who color outside the lines and think outside the box, and I am always energized by a new challenge.

And know that I’ll be transparent with my thoughts on what I can and can’t offer based on my experience, knowledge, and capacity!

✺ Frequently asked questions ✺

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