PROVIDED SERVICES
Your Business Matters
ADVISORY
Numbers provide us with important information—they tell the story of your business. Each month I prepare your key financial statements so that you know how your business is doing. Presented in a PDF report, I will review the packet with you personally so that you have all the right financial data at your fingertips and the insight to make management decisions to make your business thrive.
ESSENTIALS
This option is best for those business owners who are simply looking to get the basic entries done to ensure being compliant with the tax authorities. This is suitable for smaller businesses and those on a tight budget.
FULL BOOKKEEPING
This is the most popular option. It’s for busy business owners who want to save time and make life easier. It goes beyond the essentials to make your life easier. Some of the key things you benefit from include an annual business review, completion of your sales tax returns and helping you get much more from your cloud accounting system.
PREMIUM VIRTUAL FINANCIAL MANAGEMENT
This is the best option for ambitious business owners who want to build a successful and profitable business. This option is for you if you want to go beyond the data entry and get regular support and business advice, I help you interpret the numbers and make the right decisions.
MONEY SCORE
It's so much fun to think about the power and the freedom that you have when you have control over your money!
​
What is your situation right now?
-
Struggling to pay your monthly bills?
-
Concerned about your job or career?
-
Feel financially overwhelmed or trapped?
-
Living paycheck to paycheck?
-
Children growing up and your parents growing older faster than you can provide for them?
​
Money Score is a 90-day intensive program designed to measure your money health at any given time and to help turn the direction of your financial future. The process addresses the root problem of money struggles and provides a customized financial plan which results in real and lasting change.
​
As your Money Score Partner, I will guide you through a 4-step cycle in which you learn the steps toward developing and realizing your vision for the future. As you travel this powerful journey of financial self-discovery, I will help you to make the right moves necessary to form a better relationship with your money and to become wealthy over time. By focusing on opportunity costs and second order thinking combined with game theory via scoring, Money Score will empower you to identify and practice healthy money habits, have more money, and build a legacy. What is the life you truly want for yourself and for your family?