Our Services

Small business financial consulting

Consulting Services
One size does not fit all when it comes to your business

We provide our clients with resources, advice and planning to help them improve their company’s performance and efficiency.
Sometimes all you need is a little good advice from someone with experience. we can spend the time necessary to your situation, your goals, and your unique need.

Whether those needs be setting goals and identifying results or problems, implementing solutions, setting up systems and processes for new businesses using the best practices. Managing data and establishing proper coding organization.

(I attempted to take some of the bullet points from the services email you sent me and make a paragraph out of it. Too many bullet points can look very cluttered. I tried to keep it to 11 bullets, but I’m not sure which bullets are the most important. These are all editable on the front end, so the text is easily changed at will.)

Business Analysis

Looking at the big picture

Combining reports and data analysis

to get accurate representation of the

standing of your business and plan for

the future


Multi-tiered QuickBooks training for you and your staff

Specialized Reporting

Accounting is a means to an end – providing businesses with the information they need to make informed decision

Using your data to create focused reports for your business needs


Using your financial data to produce a roadmap for your future

Analysis of historical data to project trends

Use market and industry specific data

third party apps

Amazon, Square, Shopify, CRMs, MRP, and ERPs, EDI, Charm EHR, Studio Designer, Stripe, Shipping Portals