Operations & Financial Services
Clarity. Insight. Strategy. Growth.
This advanced advisory service gives creatives and small businesses access to high-level financial insight without the full-time cost. Scalable support is available— from light advisory alongside your bookkeeping to deeper, hands-on financial strategy as your business grows. Whether you need help understanding your numbers, planning budgets, creating or modifying processes for cost savings or making data-informed decisions, the support available is adapted to your current challenges and goals.
Schedule a no pressure free consultation to spend 30 minutes getting to know you, your business, your current pain points, and goals.
Not quite ready for enhanced advisory support?
My goal is to meet you where you are
See below for simple (yet very vital) core bookkeeping services.
Monthly Account Reconciliation
Transaction Categorization & Reconciliation
AR/AP Oversight
Bank & Credit Card Management & Reconciliation
Financial reporting (P&L statements, customer/product summaries, and more)
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Bookkeeping Core Services Include:
This core bookkeeping service is a great place to start, especially if you plan to scale and grow or are already too busy to see the possibilities of growth for your business! If it’s your first step, let’s focus on your books first so that you (and your financial data) are ready to plan for growth when the time is right for you.
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Great! We’ll start with a no-pressure chat about your business, current pain points, and goals. This helps us understand if we're a good fit for each other.
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Let’s begin with a (free) 30min consult - let’s get it all out on the table and decide together what makes sense for the best next step. Considerations will be: what are your short term and long term goals, timelines, resources, and what support could provide immediate impact.