We believe EVERYONE should have the freedom and confidence to follow their own dreams!
We are focused on independent boutique owners and your unique financial needs & challenges. You know what makes you money. Let us help you keep more of it!
Your Personal CFO
You’ve been in business for a while now. Your growth is incredible, but there is still this nagging pile of bookwork that you never seem to have time for. Let’s be honest, you hate that part anyway! Maybe you are still tracking things with hand-written notes, boxes of receipts, and the hope that the Finance Fairy will come one night while you are sleeping. Ugh, and can you really afford to pay yourself? You really don’t have any idea…
THIS PACKAGE IS A COMPLETE BOOKKEEPING AND PROFIT FIRST COACHING PARTNERSHIP. A FEW OF THE VALUABLE TOOLS INCLUDED ARE:
Full Profit First Business Assessment including a customized Roll-out Plan and ongoing guidance & support to implement the plan.
All-inclusive monthly bookkeeping including the services you specifically need such as sales tax management, Accounts Payable/Receivable, payroll services, and much more.
Unlimited support calls each month (pre-scheduled)
Access to me via Email and Voxer, with priority response times.
4 hours of strategic planning & budgeting, including inventory buying
Separate 90 min Expense Deep Dive call to maximize your cash flow
Free tax prep included
Investment Starts at $925/mo.
Building & Scaling
Your boutique is in a state of serious growth and you could use a little help to pick up the slack. Whether you are newly growing or taking things to the next level you just don’t have time to do EVERYTHING on your own anymore. You aren’t ready to hand off the finances completely, but what you would love to have is someone who’s got your back, who can double-check things and who you can bounce questions and ideas off of you’d feel so much better.
THIS PACKAGE IS A FANTASTIC PARTNERSHIP WITH SPECIFIC HELP IN THE AREAS YOU NEED IT MOST INCLUDING:
Basic Profit First Assessment and Roll-out Plan as well as guidance on set-up so you can run your PF system
Monthly review & reconcile services, including financial reports
1 hour support call each month
Access to me via Email and Voxer with a 48 hr. Max response time
90 Minute Expense Deep-Dive call to maximize your cash flow
Discounts on tax prep
Investment Starts at $540/ mo.
QuickBooks Online is not your friend! You tried, even watched some tutorials. But, everything you did seemed to create a bigger mess. And, now what the heck are you supposed to do? Maybe you could take care of your books on your own, but first how do you fix the mess and get going with a strong foundation?
THIS PACKAGE IS A 2 MONTH PACKAGE DESIGNED TO HELP YOU SET UP YOUR BOOKS AND GET YOU OFF & RUNNING WITH CONFIDENCE. IT INCLUDES:
Complete set-up and formatting of new QuickBooks Online
Cleanup of existing QBO ( Multiple months of cleanup may have an additional charge)
Creating templates and workflows for your most commonly used transactions
Linking your payment platforms & banking
Customized workbook of cheat sheets for you
1 hour call to go through your new system
Access to me via Email or Voxer with a 48 hr. Max response time
50% off your first month if you choose to upgrade to ongoing services
$1275 or 2 Payments of $680
Why Profit First?
To-Do lists that require you to change your behavior have proven to be extremely ineffective!
Our process puts "behavioral guardrails" in place that allow you to achieve your objectives by NOT changing yourself. The result is fluid, comfortable growth and increased profits.
Contact us today for a free consulting session. No strings attached.
We’ve got answers!
+ Do I have to work the Profit First system in order to have bookkeeping services?
Absolutely not! We definitely recommend the PF cash flow system because we consistently see incredible results with our boutique owners. But, it is not required.
+ What is the Expense Deep Dive?
This is a 90 minute call designed to assist in creating your budget and cash flow plan!
+ Do you file tax returns?
I do NOT! I handle the tax prep as the year goes along and then at tax time we work with my CPA to wrap up and file tax returns.
+ Do you handle personal finances?
No & Yes! I do handle personal finances, but only for my Boutique Owners.
+ What if my books/taxes are behind?
NO PROBLEM! We can get things cleaned up and caught up as part of your set-up process. It’s all fixable!
+ But, I mean REALLY behind????
See previous answer! Seriously, many boutique owners come to me with months or even years of work needing to be done. I know the financial side is often scary and overwhelming. The minute we start working together you are no longer in the mess all by yourself. I will be there every step as we get your finances cleaned up and caught up!