our services

SMALL BUSINESS CONSULTING

& FINANCIAL COACHING

Small business financial consulting is a great way to feel informed and in control of your businesses finances. As a certified accountant and coach, I work with you to understand your full financial picture and identify opportunities for improvement. That means starting with your business and working through to how it may impact you as an individual. We then work together to develop actions that move your business and finances forward.

Business consulting Sessions

For an hourly cost of $125, you will get the following:

  • 60-minute financial consulting sessions for your business with me via Zoom

  • A full assessment of your current financial situation

  • A customized plan forward that helps clarifies how to prioritize your financial goals

  • A plan to help track and project business earnings and expenses

  • Suggestions on how to incorporate, operate, and manage taxes in a way that serves you best

  • Monthly action steps to take

  • Unlimited access to email or text me with questions that come up between sessions

  • Educational information and resources tailored to the topics you want to learn more about

  • A review of how your business finances impact you personally

What you can expect to get out of financial consulting:

  • Clarity around your business financial situation and future goals

  • Detailed instructions on how to achieve your goals and grow revenue

  • Improved financial systems and instruments

  • Bolstered knowledge around financial topics of interest to you

  • Confidence in your financial acuity and decision making in your business

  • Better projection tools so you can plan for the future of your business

  • An understanding of your cash flow and how it impacts your bottom line

FAQS

  • Currently our sessions cost $125/hour. Additionally, there is a one-time onboarding fee of $60. Beyond that, there are never any unexpected fees.

  • While there is no official time commitment, I have learned that business consults work best if scheduled at least every quarter. When you sign up, you will be billed $125 automatically each quarter until you decide to cancel.

  • Unfortunately, I no longer provide tax preparation services. I am a Certified Public Accountant (CPA) and I use my tax knowledge in our consultations to help move you towards the right business structures and decisions that will minimize your taxes. However, I will not prepare your tax return for you and have a network of accountants I regularly refer clients to.

  • No. It is important to me that the information that I provide to you is unbiased. As a result I do not accept any referral fees or affiliate payments and only recommend products that I personally believe would be a good fit for you.

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