Beyond compliance, I help owners understand their numbers and run their businesses more efficiently. My advisory work is practical and tailored to the size and stage of your business.
Who it is for
- Owner-managed businesses that want clearer financial information
- Growing companies planning expansion or restructuring
- Businesses moving to cloud accounting software
- Owners preparing a business loan or grant application
What is included
- Financial statement preparation and cash flow analysis
- Key performance indicators (KPIs) tailored to your goals
- Review of operations to identify inefficiencies and possible cost savings
- Implementation of, or migration to, QuickBooks, Xero, or Wave
- Design and strengthening of internal controls
- Support with expansion, restructuring, and risk management
- Preparation of financial information for business loan and grant applications
How it works
- Discovery call to define the question you want answered
- Agreed scope, timeline, and fee
- Analysis and recommendations in plain language
- Optional ongoing check-ins to track progress
Frequently asked questions
Do I need to be a bookkeeping client to use advisory services?
No. Advisory work can be a one-time project, although having accurate books makes the analysis more useful.
Can you help us move from spreadsheets to accounting software?
Yes. I can set up QuickBooks, Xero, or Wave, migrate your opening balances, and train you on day-to-day use.
Can you help with a loan or grant application?
I can prepare the financial statements, projections, and supporting information that lenders and grant programs usually ask for. The decision rests with the lender or program.
This page provides general information only and is not tax or legal advice for your situation.