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For most business owners, there are two categories of tasks that keep their business afloat:
First the fun part: the creative, visionary tasks that inspired you into this business in the first place. These are the things you were meant to do and you do them well. In fact you do them so well, you don’t want to do much of anything else! And then there are the things that aren’t so fun–the details and logistics, the minutiae that gives most business owners a big fat headache! This is the data and information that you feel you should know but it feels daunting, even boring to you. Well, lucky for you: that’s my playground.
I can help you in the following areas:
- Bookkeeping: Ongoing help or cleaning up the books and prepping your financials for tax time.
- Paper Management: Setting up a file system that works for you (including paperless office techniques)
- WorkFlow Streamlining: Tweaking your business processes to make sure everyone gets what they need most efficiently and without gaps in the process
- Time Management: Advising on prioritizing and delegating tasks as well as dealing with phone/email overload.
- Software Training: Training for MYOB AccountEdge, QuickBooks (Pro, Premier, or Mac)
- Bookkeeping Training: Mentoring for you or your bookkeeper
- Cash Flow Planning: Collecting the cash & strategies to optimize your cash flow
- Financial Consulting: Help with budgeting, training, establishing credit, & implementing policies & procedures
- Business Planning: Putting action plans in place to achieve your goals.
I offer several packages to help you attain these goals. Schedule a free 30 minute consultation to discuss your needs: APPOINTMENT.
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