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"It is never too late to start. It's always too late to wait."
-Jeff Olson
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My Personal Approach

 

I know I’m talking about entrusting your bookkeeping and finances with me, and that's not something that should be taken lightly! I want to be transparent and ensure you have all the right information about my services, before you even schedule your free consultation.

Your business isn’t one-dimensional. The financial help you receive shouldn’t be either.

As your financial coach and accountant, I aim to get a holistic view of your finances, integrating coaching and bookkeeping into one fluid package. This overarching view allows me to help you earn and save more all while taking the hassle of back office work off your plate.

Yes, that means you get to grow a private practice that saves you TIME, MONEY, AND HEADACHE.

LET’S BUILD YOUR BUSINESS TOGETHER

As a corporate/small business accountant with over a decade of experiences; I love diving into the heart of a business and helping therapists and healers find solutions AND gaining financial literacy and confidence while still running a practice that they are passionate about. Which means more time, more money, and less stress.

I understand as a business owner how valuable the money you spend is, and I’m determined to be your right-hand guy who helps you make money.

Interested in working together? 

Simple

For those scaling to 6-figures

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+ Income & Expense Categorization
+ Monthly Bank Reconciliations
+ Monthly Financial Statements
+ Annual Contractor 1099 Filings
+ Quarterly Tax Estimate Calculations
+ Unlimited Email & Phone Support
+ Quarterly Financial Session*

 

From ~$400 / Month

Standard

For those earning 6-figures who need compliance & strategy help

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Simple Package Plus:

+ QuickBooks Online Subscriptions
+ Annual
Budgeting/Forecasting

+ Payroll Processing & Filings
+ Monthly Financial Session*

+ Profit First Transfers

 

From ~$60/ Month

Executive

For those multiple six-figures who need full accounting & financial support

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Standard Package Plus:

+ Business Income Tax Return

+ Process Customer Invoices

+ Process Vendor Bills

+ Billing Subletting Tenants

+ Monthly Budget-to-Actual Tracking

From ~$1250 / Month

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Other Projects

Need shorter-term help? Get 1-on-1 assistance with:

+ Business Accounting Set-Up

+ S-Corp Set-Up

+ Quickbooks Set-Up

+ Payroll Set-Up

+ Profit First Set-Up

+ Account Reconciliations

+ Strategy Session​ (Business and/or Personal)

+ Fundamentals of bookkeeping

+ And More...

Ready to work together?

What my Clients are saying
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