Let’s build your financial road map!
Starting your own coaching or consulting business has been an exciting adventure, but the bookkeeping has been keeping you up at night!
You’ve recently taken the leap and started your own business and you’re excited about being your own boss! Yet you feel overwhelmed by the accounting necessary to run a successful company. Setting up your books has been a struggle and you worry you might be missing critical steps.
Does any of this sound familiar?
- You’re drowning in receipts and paperwork.
- You feel swamped by the back-end work needed to build your new business.
- You know you’re getting further and further behind on tracking your money.
- All you want to do is work with your clients, not mess around with your books.
- You’re getting anxious and don’t even know where to start!
You’re ready to learn how to set up your books properly so you can stop worrying whether every entry is correct. You want your receipts organized, to know how much money is coming in, and to finally feel on top of your finances.
When all of that is set, you’ll have the time, energy, and mental space to grow your business – and that’s what really excited you in the first place!
But first, you need to learn where you stand and how to deal with your books.
I can help!
I’ve been managing consulting business finances for over 10 years and have in-depth bookkeeping, operational and financial management experience. I can identify where things are running smoothly with your books and target the biggest areas for improvement.
I’ll provide you with valuable feedback to help you take care of your books and make smart financial decisions for your business. I’ll show you how to better manage your accounting activities and we’ll target any roadblocks that may be keeping you from thriving financially. We’ll discuss easy-to-implement bookkeeping strategies that will allow you to focus on doing what you love…small steps can have a huge impact.
At the end of our Bookkeeping Checkup session, you’ll have a road map for your finances and a better understanding of your business’s accounting needs!
- Learn what is and isn’t working in your current accounting system, and identify areas of improvement so your books are always up-to-date without any hassle, stress or fuss.
- Understand what you need to be doing and when so you can stop worrying about what you might be missing.
- Finally know what steps you need to take next!
Your Bookkeeping Checkup includes:
Your business is unique; you’ll fill out a short questionnaire so we can target specific focus areas for you. You’ll answer some big picture questions as well as a few about your current day-to-day bookkeeping practices. This info, along with your recent financial reports, will allow me to tailor our session to your business and develop a plan for your books!
A few days after completing the initial bookkeeping questionnaire, we’ll have a 45 minute one-on-one session to discuss your business goals and your current financial situation. I’ll review your books with you to evaluate your current accounting system and discuss areas of improvement. We’ll identify ways to upgrade how you do business and help you reach your financial goals.
You’ll know you’re on the right track to managing your books like a pro and you can finally stop hiding from your finances!
Set yourself up for success! Investment: FREE!
Ready to feel in control of your business? Let’s get to it!
Step 1. Pick a time to schedule your free Bookkeeping Checkup and fill out your Bookkeeping Profile:
Step 2. Within 24 hours of scheduling our initial session, you’ll receive a welcome email from me.
Step 3. We’ll hold your Bookkeeping Review and help you feel on top of your books!
Have any questions about your Bookkeeping Checkup session? Email me!