Our Services
As you build your business, you can often get caught up in the day to day activities of running the business. Research has shown that businesses with a plan grow faster and are more successful than those that don’t. Let us help you make a plan, stick with it, and create success for you, your business, and your family!
Each business is unique and so are its needs. We offer a variety of options, customized to fit the needs of your growing business. Below is a summary of the services we provide.
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Monthly Bookkeeping
We maintain your accounting in QuickBooks Online and provide monthly financial reports.
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Strategy Sessions
Zoom calls to review your finances and goals, and provide accountability on your action plan.
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Financial Dashboard
Key information all in one place so you have what you need to make decisions in your business.
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Cash Flow Projections
Build and monitor a cash flow projection so you have visibility into cash flow issues that may lie ahead.
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Budgeting
Build a plan for the year so you can monitor your progress against your goals throughout the year.
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Second Look Service
You’re going the DIY route with your bookkeeping, but want a second set of eyes to make sure things are in good shape.
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QuickBooks Online Consulting
Whether you’re just starting out and need help with set-up or are further along and need some clean-up, we can help!
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QuickBooks Online Training
We provide training for users of all levels and experience so you can get the most out of QuickBooks Online.
If you’re looking for a partner to help you achieve your financial goals for your business, let’s set up a no-cost consultation to find out if we’re a good fit for your needs. Click the button below to schedule an appointment to learn more about our services and find out if we are a fit for you.
Are you an early stage entrepreneur, and aren’t quite ready for the above services? We’ve got you covered with the Own Your Profit Story Membership. Click below to learn more.