- The Budget Coach: This is great for Individual or Couples! The goal is to help you reach your financial goals based on your unique financial situation. We will work together on topics such as budgeting, goal setting, credit repair, and paying off debt, as well as additional issues that may need to be discussed. The plan that we come up with will be individualized and specific to each person's needs.
- Bookkeeping Cleanup & Maintenance: This service is excellent for start-up and any small business looking to organize their business finances! We will help you gain an understanding of your company’s specific bookkeeping and accounting needs and to assess the health of your QuickBooks data. The completeness and accuracy of accounting transactions and ongoing bookkeeping and accounting needs are critical to the growth and expansion of your business.
- The Virtual CFO Bundle: This option is excellent for small businesses looking to GROW their business and dive deep into their business! We will help you set up policies and procedures for your accounting system, and conduct a business mapping session to assess what works and what is not working in your business activities and determine the reports you need to see to facilitate growth.
Our vision is to build a world in which every person and business is a good steward over their finances and resources and can maintain best practices for a healthy financial future for themselves and/or their business.