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Credentials
Financial coaching certification; 6+ years bookkeeping/payroll/small-business support experience ; 20+ years administrative and financial operations support.
Services Offered
BookkeepingFractional CFOPayrollDashboards, QuickBooks setup/support, clean-up and catch-up projects, financial reporting, tax-ready books/CPA coordination, and financial coaching
Industry Specialties
Service-based businesses, consultants, coaches, owner-operated local businesses, and small businessesProfessional ServicesHealthcareReal EstateTechnologyRetailConstructionRestaurant/HospitalityE-commerceManufacturingNonprofit
Firm Details
Experience
6yrs
Team Size
2-5
Engagement & Pricing
Structure
Monthly RetainerProject-Based
Monthly Retainer
Hourly Rate
Small ProjectsYes