Consulting

Are you the solo owner of a successful coaching, consulting, or professional services practice?

Are you so drained at the end of the week from providing awesome results for your clients you just can’t FORCE yourself to sit down and deal with your business financials?

As the weeks turn to months and your bookkeeping chores remain undone, are you afraid you’ll never catch up?

Are you so intimidated by the mere thought of accounting, you’d really rather have someone else take over the headache of figuring out where you stand?

If you answered yes to more than one of those questions, then you’re a great candidate for a “Fearless Financial” solution!

Do You Want to Share The Work?

GoldStickFiguresPuttingPuzzlePiecesTogether ConsultingIf you want to take care of some of the easier bookkeeping activities, but want help with the more complicated tasks, I offer monthly accounting services. This includes:

  • Balancing bank statements
  • Reconciling credit card statements
  • Preparing financial reports


Do You Want It All Done-For-You?

GoldStickFiguresShakingHandsFromLaptops ConsultingIf you just want to take care of paying the bills and collecting money from your clients, I’ll serve as your outsourced “Chief Financial Officer” by:

  • Entering all the data
  • Preparing budgets
  • Balancing the bank accounts and reconciling credit card statements
  • Preparing financial reports
  • Analyzing budgeted vs actual results
  • Recommending cost saving ideas

Call me at 919-633-6577 to set up a free appointment and we can discuss your specific needs.

If you’re in the Triangle area of NC (Raleigh/Durham/Chapel Hill/Cary/Apex), we can meet in person. If not, we can chat by phone over a virtual cup of coffee.