More Free Time to run the business you love.
Stop Guessing. Start Scaling.
Whether you need a one-time financial deep-dive or a dedicated partner to manage your monthly growth, I provide the clarity you need to lead.
Option 1: The Financial Stress Test
(One-Time Assessment)
Best for: Business owners who "feel" like their books are wrong, or firms preparing to scale. Investment: $500
A 3-hour forensic diagnostic of your current QuickBooks and other financial systems. I don't just "look" at your books; I hunt for the inefficiences that are costing you time and money, identify any cleanup that needs to be done, and recommend solutions for the future.
Leak Detection: Identification of duplicate, missing or unreconciled expenses.
IRS Red-Flag Scan: A review of your Chart of Accounts for mis-categorized tax deductions, incorrectly entered accounts and incorrect categorization.
A/R & A/P Review: A deep dive into your receivables and payables to find any uncollected cash and inefficiencies in your systems.
Balance Sheet Review: Checking for negative balances in Asset or Liability accounts (a common sign of misposting), ensuring equity categories are correct.
The Roadmap: You receive a professional Financial Health Report with a letter grade and a step-by-step fix-it plan.
Many clients who complete the Stress Test choose to apply the $500 fee toward their first month of cleanup or ongoing management.
Option 2: Strategic Monthly Partnership
(Ongoing Support)
Best for: Firms doing $250k+ in revenue who need to offload the back-office entirely. Investment: Starting at $600/mo
Professional, high-level oversight of your firm’s financial pulse. You focus on running your business; I focus on your margins.
Full Cycle Bookkeeping: Weekly categorization and monthly reconciliations.
Advisory Insights: A 30-minute monthly strategy call to review your P&L and Cash Flow.
Software Integration: We ensure your practice management tools (Clio, Salesforce, Zoho, etc.) talk perfectly to your books.
Tax-Ready Financials: A seamless hand-off to your CPA at year-end—no stress, no extensions.
As Needed: Payroll Oversight, Accounts Receivable and Payable Oversight
One-Time Bookkeeping Cleanup
Left 2025 taxes to the last minute? We can clean up your 2025 books in under three weeks, guaranteed.
One-Time Services
Small Business Financial Coaching
$100/hour
Having purchased an existing business and started two businesses that grew to over $1M a year in revenue, I am available to coach new and existing owners everywhere on whatever financial problems they are facing.
Quickbooks Coaching
$100/hour
Helping business owners who do their own books through Quickbooks answer specific questions and find solutions to specific problems. Book this option through the “Get Started” tab on Calendly.
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