Business Advisory & QuickBooks Consulting
Who this is for
You manage your own books and want expert guidance without full-service bookkeeping
You want clarity around your financial reports, cash flow, and business numbers
You’re setting up new or restructuring an existing business (LLC, S-corp election)
You need help correcting issues, optimizing QuickBooks, or improving how your business runs
What we’ll cover
QuickBooks setup, cleanup, or catch-up bookkeeping questions
Bank and credit card reconciliation issues
Payroll setup and best practices
Financial reports and how to interpret them for decision-making
Business structure, workflows, and operational best practices
Consultation options and pricing are presented on the next page.
Free vs. Paid Sessions
Free consultation:
A short discovery call to understand your business and provide a bookkeeping quote.
Paid consultation or training:
Hands-on guidance, screen-sharing, and real problem-solving tailored to your specific QuickBooks file
As a QuickBooks Online Certified ProAdvisor and Payroll Certified ProAdvisor, I help business owners get the most out of QuickBooks from setup and training to troubleshooting and cleanup.
Ready to get clarity in QuickBooks?
Consultation options and pricing are presented on the next page.