I help entrepreneurs gain valuable financial knowledge in understanding their numbers so that they can make better business decisions. My ideal clients are small business owners looking to manage their financials while growing their business.Does either of these situations sound familiar?Situation 1: You may be embarking on your new venture. You are excited. Situation 2: Everything you want to do in your current business model is costing you money. Also, your time is very limited to focus on client acquisition and managing the processes and costs associated with that. You may have been on top of your accounts payable and receivable for a short period of time. However, your limited availability is preventing you from effectively managing your financials or making the right decisions for your business.The Money Tree Plan™ has proven to be perfect for businesses these types of situations. It will empower you with the knowledge of best practices to track your assets, liabilities, income and expenses. The Money Tree Plan™ has resulted in substantial benefits for clients that have used my services. Some of the benefits experienced by my clients include reliable revenue projections, increased cash flow and compliance. Furthermore, my clients have access to me throughout the year to deal with surprises and bring certainty to the unexpected. As a CPA, I bring over 30 years experience in business and financial management. I am there for you as your virtual CFO helping you make the best decisions so that your business will be successful and thrive.My career led me to working with various sizes of businesses that helped me gain insight on the issues small business owners face. My passion to work with small businesses help my clients receive a personalized service and custom solutions to their situations. Is it time for your business to thrive? Give me a call. I promise to help you love your numbers and have fun, too! 😊
Listed skills include Accounting, Small Business, Financial Statements, Tax Preparation, and 13 others.