Got a bookkeeper and need someone to take a look?  Got a tax return and you just want to look it over and understand it?  Need a Five-Year Plan?

   SUPERVISION SERVICES:

  • I review your bookkeeper’s work.
  • I look over your tax return with you and talk you through it.
  • I look at your accounting/organization system and help you improve your process.

  BUSINESS PLANS:

  • I write business plans from the idea to the pitch deck.  We do this together.
  • We’ll find out how much money you need for your idea.
  • We’ll build five-year projected financial statements.
  • We’ll have an investor pay-back date.
  • This is high intensity and high detail. Some people find this level of detail exhausting, which is fair.  It is exhausting.  Maybe your business is worth the work.

  FINANCIAL CONSULTING:

  • Ask me questions about accounting, finance, money.