services
1:1 consulting
our sessions will be
personalized
streamlined & Integrated
Whether you are in your 1st year or 5th year we’ll discuss everything from the basics of bookkeeping and setting up the finances of your company to moving your business to the next level. I’ll teach you how to create and maintain efficient and organized approaches to take the stress out of anything from sales tax to payroll.
There are a lot of areas to consider when it comes to your business. Quickbooks, Bank Accounts, Credit Cards, Shopify, Paypal, and of course keeping everything up-to-date to avoid headaches down the road. I’ll teach you the secrets behind running a streamlined system that keeps everything integrated so you are always informed and in control of your financial standing.
Live events
Join like-minded small business owners to understand the basics of business finances, exploring different strategies to organizing your business, and how to become financially savy.
Next Workshop
Nosh and knowledge
March 30th · 5:30-8 pm · walnut creek, ca
What to expect
A happy hour to meet and connect with small business owners like yourself
A presentation tailored to the concerns of small-businesses, followed by a Q&A
Catered Nosh & Beverages by Rooted Coffee Co.
Laughter and ease in a judgement free zone. No matter what your current knowledge of accounting or financial statements may be, know that you will walk away feeling more empowered and in control of your financial success
$200 value for just $55