As an entrepreneur, it is hard to make time for the operations side of your business. But it is essential! When I started my business, I was hustling, doing odd jobs to supplement my income while I was building connections and my business. I was focused on surviving.
I love sharing the skills I have learned with others!Let's get your business organized, streamlined, and working for you.I am excited to help your business thrive!
✓ Feel clear on your business systems and workflows
✓ Standardize your templates & emails
✓ Create automations to reclaim your time
✓ Gain confidence in understanding your finances
✓ Get your business organized!
book now for $1k
let's work together to
your strategy includes:
Based on your business info, I will go on your customer journey via your website & socials and come to our call prepped with feedback.
✓ Review + document your customer journeys in detail.
✓ Evaluate + determine how you can improve your internal work flows.
✓ Review your budget + financial forecasting.
✓ Take a look at your bookkeeping system.
✓ Discuss how you manage your to-do list + calendar.
After each call, you will receive a recap and strategy for going forward.
You will also get access to my favorite tools + resources.
+ 30-minute intake call & custom proposal based on your needs
+ 1-hour set up call
+ QuickBooks set up - includes set up of chart of accounts, customer list, vendor list, and products & services list
+ Reconciliation of bank and credit card accounts (think to balance a checkbook)
+ 1-hour Quickbooks tutorial call
+ A monthly & weekly task list to keep your Quickbooks up to date
+ 1-hour call to create a customized receipt tracking process
+ 1-hour follow up call
+ Access to me via email for the time we work together
Pricing starts at $1,000
let's get started
in our sessions you'll:
Find the Right Plan
Determine which Quickbooks plan is right for you
Define Your Bookeeping Needs
Get confident with
Updating bank & credit card accounts and categorizing the transactions
Reconciling all accounts
Learn how to
✓ Attach receipts to transactions
✓ Add new customer, vendors, products & services
✓ Create invoices & record payments
Run financial reports