Consulting Services

Clarity, Confidence, and Smarter Business Decisions

Sometimes, you need more than bookkeeping. My consulting services go beyond the numbers to help you understand your business, plan for the future, and lead with confidence. Whether you’re looking to improve cash flow, understand your financial health, or get a clearer picture of where your business stands, I’m here to help you make sense of it all.

Why Business Consulting Matters

Consulting connects the dots between your day-to-day and your big picture.

  • Gives you a deeper understanding of your business’s financial health
  • Helps you make smarter, data-driven decisions
  • Provides clarity on cash flow, growth potential, and areas that need attention

My Consulting Services

I offer practical, personalized financial consulting for small business owners who want to feel more in control and less overwhelmed:

Business Health Reviews

We’ll review your financials together and identify strengths, weaknesses, and next steps.

Cash Flow & Planning Guidance

Learn how to manage cash flow proactively, budget wisely, and prepare for seasonal or growth-related changes.

Management Reporting

I create customized, easy-to-understand reports to help you monitor key metrics and make informed decisions.

Financial Check-Ins

Need a second set of eyes? Book a one-time or recurring session to review your numbers and talk through what they mean.

Frequently Asked Questions

  • Is consulting just for struggling businesses?

    Not at all. Many of my clients are doing well but want extra insight, better planning, or guidance through change.

  • What’s the difference between consulting and bookkeeping?

    Bookkeeping is about tracking your numbers. Consulting is about understanding them. I help you interpret your financials, identify patterns, and make informed decisions.

  • Do you provide advice on business structure or taxes?

    I offer guidance on entity selection (LLC vs. S-Corp, for example) and reasonable compensation analysis for S-Corp owners. For tax filing advice, I’ll work alongside your CPA or refer you to a trusted tax professional.

  • Can we meet regularly?

    Yes! I offer ongoing consulting sessions for business owners who want regular insight and accountability. We’ll build a rhythm that works for you.

  • Is this service available remotely?

    Absolutely. All consulting services are available virtually, so I can support you no matter where you’re located.