Business Services Packages

Financial Clarity. Business Growth.

I help small business owners understand their numbers, manage their finances, and make smarter business decisions.

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Client Advisory Services

Strategic Financial Advisory

  • Cash Flow Management
  • Financial Analysis
  • Business Performance Reviews
  • Growth Planning

Fractional CFO Services

  • Forecasting
  • Budgeting
  • KPI Development
  • Profitability Analysis

Business Strategy Sessions

  • Monthly Advisory Meetings
  • Strategic Planning
  • Goal Tracking
Employee writing notes beside a laptop in an open-plan office

Bookkeeping Services

  • Monthly Bookkeeping
  • Catch-Up Bookkeeping
  • Clean-Up Bookkeeping
  • Financial Reporting
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Payroll Services

  • Software
    • QuickBooks Payroll
    • Gusto
    • ADP
  • Services
    • Payroll Processing
    • Payroll Compliance
    • Payroll Reporting
Tax forms, receipts, calculator, glasses, and Tax Season 2024 mug

Tax Support

  • Tax Preparation Coordination
  • Tax Planning
  • Tax Readiness Services
Startup planning board with roadmap, legal documents, charts, and company values

Business Formation & Startup Support

  • New Business Setup
  • EIN Guidance
  • Accounting System Setup
  • QuickBooks Setup
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Financial Literacy Hub

  • Youth Financial Literacy
    • Up to Age 13
    • Ages 14-18
    • Young Adults (18-25)
  • Adult Financial Literacy
  • Small Business Financial Literacy