Review, Report, Reboot:

This is how we will build your custom cashflow framework. This framework will reduce your financial anxiety and increase the profitability of your business.

“I know my plan works because I have seen so many clients gain financial clarity using it. Without that clarity, you can never achieve the financial peace of mind that you crave.”



To help you unlock the full potential of your business, I first need to understand your current situation. I will review your accounts, going back a year. I need to get a bird’s eye view of your company and your market. During this judgment-free review, I will examine the ratio between income and expenses, how you cover payroll, your monthly transactions and reconciliations, your maintenance fees, and much more.



During the review process, I will work closely with you. At the end, I will produce a report of where we are and where we want to go. This report is a full assessment of your current situation. It will identify the areas causing you stress. It will also make several suggestions for improving your company’s profitability.


Using the report as a guide, I will build the custom framework that will reboot your business and help you reach the desired results. We will set up a number of different bank accounts to help maximize your cash flow planning, and we’ll produce quarterly milestones to help plan ahead.

We will work together to achieve all that. During that time, you will get, among others:

  • A free initial consultation
  • Two video meetings per month to strategize
  • Profitability assessment
  • Three months of bookkeeping

Increase Your Profits And Decrease Your Financial Anxiety Now!

Additional Bookkeeping Services Offered

  • Maintain Company Bookkeeping
  • Allocate Monthly Transactions
  • Maintain General Ledger
  • Account for All Deposits Made
  • Monthly Bank Reconciliation
  • Expense Reporting
  • P&L Report
  • Balance Sheet Report
  • Quarterly Reports
  • Quarterly Consultation
  • Accounts Receivable
  • Prepare 1099s
  • Send Out 1099s
  • Submit Information to Your CPA (Upon Request)
  • Sales Tax Reporting
  • Merchant Card/E-Commerce Reconciliation as needed (includes PayPal, Stripe, Amazon)
  • Monthly Reports

Increase Your Profits And Decrease Your Financial Anxiety Now!

Book a Free Consultation