How I Can Help You…
You want to focus on your passion and growing your business. Let me provide support for the financial side of things so you can do just that.
What are your goals for growth and success? Let me help you clarify, prioritize, and achieve them. We’ll also strategize together for your future success.
Let me take care of the everyday accounting so you always know exactly where your business finances stand, and you will be ready for tax season.
Ready to get started?
Choose the best level for your needs.
StandardSmall Business Services
- Onboarding Process
- Accounting and transaction processing in QuickBooks Online [other bookkeeping software can be discussed]
- Bank, credit card, and payment platform reconciliations
- Payroll management through Gusto [or another payroll platform]
PremiumSmall Business Services
- Everything in Standard Plan PLUS:
- Customer invoicing and collection
- Facilitate bill tracking and payment
- Monthly, quarterly, and annual management reporting and financial statements
- Budget planning and financial report analysis walkthrough session (1 hour per month)
PlatinumSmall Business Services
- Everything in Premium Plan PLUS:
- Estimated tax payment guidance and assistance
- Retirement plan setup guidance
- Custom management reporting [as desired by client]
- Business/Tax planning and strategizing session (1 hour per month)
- Quarterly AMA meetings for client and their employees
- Tax-ready year-end financial reports
- Discounts on all other services (including Personal Financial Coaching)
- Unlimited lifetime email access
As a new small business owner, I was extremely uncomfortable handling my accounting & taxes. I was procrastinating dealing with it that left a huge weight on my shoulders. I went through several CPA’s that either gave me bad advice, didn’t listen to me, were confusing or overbearingly expensive or left me hanging when I needed them most. But Michele was exactly what I was looking for & helped me lift that weight off! She responded to me very quickly, was reasonably priced for a new small biz owner watching her finances & was incredibly helpful in all areas of my business.