Empowering Your Business with Customized Accounting Solutions.
My three flexible tiers, complemented by custom enhancements, are designed to adapt to your unique business needs and facilitate your financial success.
Solution Tiers
The following can be added to any tier
I might be a good fit if…
You’re open to improving your current strategies.
Even if you’re not ready for major changes, being open to small improvements can make a big difference.
You appreciate personalized service.
I tailor my services to each client’s unique needs and circumstances, so you’ll never feel like just another number.
You’re seeking support for your business, big or small.
Whether you’re looking for a complete strategy overhaul or just need some assistance with the basics, I’m here to help.
You value clear, honest communication.
I believe in transparency and straightforwardness, no matter what stage your business is at.
We might not be a good fit if…
You’re unwilling to use QuickBooks Online.
I exclusively work with clients using or willing to switch to QuickBooks Online. Assistance can be provided for setup and transition.
You prefer in-person meetings.
My solutions are primarily remote based, utilizing virtual channels for efficiency and flexibility.
You’re not interested in understanding the financial health of your business.
I provide the necessary insights and guidance, but I seek clients who will engage with their numbers to understand their business’s health, including its challenges and opportunities.
You need 24/7 availability.
I provide dedicated support for all my clients, with faster response times at higher tiers. However, I do not offer round-the-clock assistance.
Versatile solutions across industries
sports
As financial allies to players in the sports industry - from franchise operations and sports clubs to sports equipment distributors and beyond - I offer specialized accounting services. My solutions are designed to tackle industry complexities and cater to your unique needs. I handle the numbers, so you can keep your focus on the game.
Fitness
Serving businesses like yoga studios, gyms, and health-tech startups, I provide bespoke accounting services tailored to your needs. My goal is to keep your financials as fit as your clients, enabling you to concentrate on promoting health and wellness.
OUTDOOR RECREATIOn
From outdoor adventure companies to apparel and equipment retailers, my tailored accounting solutions are designed for a wide spectrum of businesses in the industry. With expertise in managing seasonal fluctuations, risk factors, and capital investments, I strive to ensure your financial stability, allowing you to focus on fostering the spirit of adventure.
Frequently Asked Questions
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Absolutely no worries! I understand that every business is unique. After a thorough discussion about your specific needs, I'll tailor my solution tiers to perfectly align with what your business requires.
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My payment terms are Immediate. I invoice for services on the first of each month. These invoices are set up for automatic payment via ACH withdrawal from your designated bank account.
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There are four main steps:
1 - Schedule a Call: Get started with a 45 minute call to discuss your needs.
2 - Receive a Custom Proposal: Your custom proposal will be sent to you to review and sign.
3 - Complete Onboarding: I’ll guide you through the necessary steps to get started.
4 - Balance and Boost: Together, we’ll balance your books and boost your business performance.
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I utilize QuickBooks Online, a premier cloud-based accounting software, to manage my clients' accounting requirements.
I exclusively work with clients using or willing to switch to QuickBooks Online. Assistance can be provided for setup and transition.