Bookkeeping
My bookkeeping services are more than accurate reports and organized financial data, but not less. Bookkeeping with me means you'll have a co-conspirator in planning for growth, mapping your leadership strategy, and increasing your profits. QuickBooks and Xero are my preferred softwares, but I can work on any platform you choose.
Please use the contact form below to request a customized quote.
Business Planning
Some of my clients want a second pair of eyes on their business plan. Others start with an idea and a blank sheet of paper. I've spent my career reviewing business plans from the other side of the table. No matter where our work together starts, it will end with a cohesive and compelling business plan catered to lenders and investors.
You'll receive:
A formal narrative business plan
2 years of profit and loss projections
1 year of cash flow projections
A detailed sources and uses document
A breakeven analysis
Please use the contact form below to request a customized quote.
Loan Preparation
Applying for a business loan can be overwhelming and time consuming. Unsure of how much you need or where to apply? In need of credit counseling? My loan preparation process helps you organize application documents, prepare for questions lenders might ask, and articulate your loan request in an appealing way.
You'll receive:
An organized loan package
A written report detailing your business's growth plans, your debt capacity, and the requested loan amount
Credit counseling (if desired/necessary)
Introductions to lenders
Please use the contact form below to request a customized quote.
If you think we might work well together but need something that isn't listed here, send me a note! I try not to let price to stand in the way of compelling partnerships, and I'm happy to customize or combine services to meet the unique needs of your business.
Say Hello
Interested in working together? Want to learn more?
Let's collaborate!