Small Business Accounting and Advisory Services
How may I best serve you?
HANDS = done-for-you Bookkeeping & Accounting Services or Bookkeeping Clean-up/Catch-up.
HEAD = strategic Small Business Advisory Services, so you can successfully take action with confidence.
HEART = "bestie vent sesh" Small Business Consultation. I listen and lift you up.
Monthly Bookkeeping, Accounting, Financial Reports & Analysis
- Categorize income & expense transactions accurately.
- Reconcile bank, loan, and credit card statements.
- Provide reliable financial reports, such as: Profit & Loss (P&L) statement, balance sheet, and custom as needed.
- Analyze financial data & identify trends & issues for informed decision-making.
Starts at $888/month
One-Time Clean-Up/Catch-Up
Do you need help to get your small business finances organized and up-to-date? Is your tax filing deadline looming and you're way behind?
No shame here! Help is on the way!
Bookkeeping: transaction categorization, statement reconciliation, historical P&L, and final balance sheet. No analysis.
Starts at $444/month, for each month that needs to be completed.
Small Business Advisory Services
I WILL…
- make you think
- discuss strategy with you
- help you develop an action plan
- hold you accountable
Delivered with kindness—without platitudes—by an objective, unbiased, clear-eyed friend with valuable experience. Your trusted advisor!
My pledge to you: REAL HUMAN CONNECTION. NO AI.
$444/month, unlimited emails, some scheduled calls as needed.
Small Business Consultation
(a.k.a. "bestie vent sesh")
I'll listen and commiserate as a fellow small business owner. I'll lift you up. No advice, just a caring ear and encouragement.
Correspondence conducted via email, like old-fashioned pen pals!
My pledge to you: REAL HUMAN CONNECTION. NO AI.
$222/month, for one month or more. One meet-and-greet scheduled call.