Financial Coaching
  • Structured, goal-oriented coaching
  • Healing your relationship with money
  • Values discernment
  • Determining strategies and needs
  • Communication and relationship facilitation
  • Employee and systems transition support
  • Specialized resources and referrals

Bookkeeping Services

  • Teach you or your bookkeeper/assistant Quicken or Quickbooks
  • Financial tracking
  • Record organizing and systems development
  • Accounts payable and bill paying
  • Invoicing and accounts receivable
  • Payroll and deductions
  • Research and reporting
  • Referrals to technical and other support