Guessing Is Not A Growth Strategy
Let’s clear the financial fog and implement a streamlined system that will give you the clarity and confidence needed to take control of your life and your business.
Whether you’re focused on running an efficient household, starting your own business, or looking to scale, knowing your numbers is likely holding you back. The truth is, running your finances doesn’t come easy to most. You either don’t have the time or you’ve gone so long without a system that you continue to ignore the problem.
That’s where I come in as your Financial Strategist – helping you optimize your wealth so you can spend your time on what you love.
Retainer Consulting:
Your On-Call CFO
As founder and CEO, you’re expected to know your money inside and out, but frankly, you haven’t had the time or patience to dig through spreadsheets. But what would business look like if you have financial clarity? As a fractional CFO and Business Strategist, I take the heavy lifting off your shoulders so you can have peace of mind and the systems to take your business to the next level.
For businesses that want expert guidance at their fingertips, I offer a retainer-based consulting package. This program is designed for business owners who want ongoing support without hiring a full-time CFO.
The Organized Operator:
QuickBooks Implementation
Sick of excel spreadsheets and manually monitoring your business’s money each month? Let QuickBooks do the work for you, so you have more time focusing on delivering results inside your business.
The kicker? I’ll streamline the process by setting up your QuickBooks system for you and train you on how to easily integrate it into your business.
This service is offered for both businesses and individuals who need a complete financial reset.
The Budget Book
Imagine getting paid, knowing exactly where your money is going each month, and how to maximize your income to meet your dream goals. If you’re tired of winging it, avoiding your numbers, or feeling like you should know more by now, The Budget Book is designed to help you get organized and confident in your next financial steps.
I’ll turn scattered data into a plan you can trust.
Project-Based Financial Consulting
Not every business needs an ongoing engagement, sometimes you just need expert support for a specific project, challenge, or idea. This open-ended option allows you to book time with me for tailored consulting when and how you need it.
