Advising on the importance of small business financial management and leveraging technology to work more efficiently
Plans fail for lack of counsel, but with many advisers they succeed
My passion is to share first-hand how important building a solid financial management system and leveraging technology to work more effectively will directly advance business growth and long term success. We work together to develop the financial confidence, clarity and know-how to manage your financial dashboard. My consulting sessions and workshops are designed to deep dive into specific financial topics and technologies with the goal to equip Entrepreneurs with a guided road map to meet their S.M.A.R.T. financial business and personal goals.
We also focus on collaborating with strategic partners that have a mission to help small businesses grow and thrive. No business should be left behind and that is why my role on your entrepreneurial journey is to be your collaborative advisor.
Focus on the Advisement for
Two Target Markets:
- Service-Based Micro-Businesses & Solopreneurs
- Bookkeeping, Accounting & Tax Preparation Solo-Practitioners
My consulting topics includes
- Entrepreneurial mindset
- Small business financial literacy
- Small business financial management
- Individual/small business taxation
- Accounting technologies & cloud applications
- Intuit cloud-based accounting & tax preparation solutions
- Industry-specific accounting techniques
- Workflow & collaboration tools
- Social media marketing techniques