Routine conversation and financial review to make sure everyone is in sync
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Clarity fuels inspiration which fuels empowerment. We work with you to help you develop a deeper understanding of your numbers so you can make decisions and talk about your finances with confidence.
Together, we look at your numbers to assess where you're at financially. We walk you through what each number means, how it affects and is affected by your business activities and what they mean for your financial health.
We look through your financial history for any trends in your numbers. We talk you through what these trends represent, what they mean for your business and how they developed based on your activities.
We sit down with you to walk you through your accounting: what it means, how your numbers connect with your business activities, and why it is important. We sync up on our understanding of your business and how it affects your trends.
You sell things at a physical location or online
Amazon, Etsy, Shopify, etc.
Food, art, handmade, etc.
You develop and sell technology and software
SAAS, licenses, research, etc.
Applications, consulting, etc.
You take care of people's food, lodging and travels
Restaruants, bar, cafes, etc.
Rentals, tours, adventure, etc.
You offer your experience to people and businesses
Legal, IT, marketing, etc.
Strategy, education, etc.
Together, we identify the work our team can easily take off your plate.
We jump in as needed for deep dives, one-time projects and planning
Custom packages starting at
Accounting work and its financial reporting is useful only if it impacts the decisions you make to propel your business forward. We understand the significance of expressing your numbers and financials in a way that is understandable to you. We meet you where you're at to help you make the connection between your numbers and your business so you can feel confident making those necessary decisions.
What does this mean?
Is there a pattern to my income and spending?
Am I making enough money to cover my expenses?
How much am I making?
What do I spend money on?
What do I need to pay attention to on this report?
What's happening in my business?
How much cash do I have available?
How much do I owe people?
