After working in the financial field for over a decade I have turned my focus to helping businesses escape the daunting tasks that lie within running their business. I want them to be able to focus on doing what makes them successful. No one dreams of doing the books or handling HR when they are creating a business doing what they love.
I’ll take it from here. Do what you love and you’ll never have to work another day in your life!
I especially love helping companies learn to set their books up right from the start and create solutions for running their buisness that helps keep them on track and allows them to still spend time with their families and doing the things they love. I love when customers tell me how much it's helped them to know exactly where they stand in their business and that it didn't take nearly the time they thought it would.
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An interview about the needs of their business followed by a free consultation on site, if available, and then we determine the scope of work and I will issue a proposal for services rendered. Once the terms are accepted we proceed as per the contract. Each quarter we evaluate the work to make sure that things are running smootly and whether or not we can help the business in any other way.
I am a certified ProAdvisor with Intuit and specialize in Quickbooks.
No, pricing is based on the job and scope of work so it is customized to each person.
I have worked in the financial field since 2003 and over time decided to dive deeper into helping small business learn what they need to know to keep them running and compliant. I enjoy working with business owners and taking some of the pressure off of them
All types. We have customers in all different fields. We are able to customize an action plan that is specific to their needs so no two businesses are identical.
Working with a proadvisor brings you the opportunity to utilize their resources and get one-on-one help from someone through the whole process instead of just calling in and talking to someone different every time. I highly recommend that every small business team with a proadvisor.