OUR SERVICES
FINANCIAL FOUNDATION BUILD
Your books are behind, your accounts are a mess, or you're starting from scratch and need it done right the first time. We come in, clean it up, set it up, and build the financial foundation your business actually needs to grow on. This includes catch-up reconciliations, account cleanup, workflow design, and getting your systems set up correctly so you're never in this position again. Also ideal for new businesses navigating early setup decisions — entity structure, EIN, chart of accounts, and getting the right systems in place from day one.
ASK ME ANYTHING: FINANCE EDITION
You've got questions about your numbers and you need real answers — not a Google rabbit hole. Bring your P&L, your messy spreadsheet, your "am I doing this right?" moment, or your big decision you're about to make. In 60 minutes you get direct, no-jargon financial guidance from a Director-level operator who has seen it all and will tell you exactly what she thinks.
FINANCIAL OPERATIONS AUDIT
Something feels off. Revenue is up but cash is tight, your back office can't keep up with your growth, or you just know something isn't working but can't pinpoint what. We dig into your financial operations end to end, identify exactly what's broken, and hand you a clear action plan for fixing it.
SCALE-READY SYSTEMS
You're done duct-taping your finances together. This is where we build the workflows, automations, and financial infrastructure that let your business run like the operation it's becoming. From platform setup and integrations to SOPs and reporting systems — using tools like QuickBooks, NetSuite, Bill.com, Coupa, and Tipalti.