Financial systems & month-end
Getting your bookkeeping workflow organized, choosing and setting up QuickBooks, and building a routine so you can close the month on time and actually see your numbers.
Where I can help
The parts of running a business nobody trained you for
Every business is different, so we start with what’s keeping you up at night. These are the areas owners most often bring to me.
Roles & structure
Org charts, job descriptions, and clear responsibilities, so your team knows what’s expected and you stop being the answer to every question.
People & policies
Attendance, discipline, and on-the-job training. The written policies that keep things fair and consistent.
Growth & marketing
Setting a realistic marketing budget, finding your authentic voice, and showing up in your community in a way that feels like you.
Planning for what’s next
Developing your leaders, preparing key people to step back, and building a business that doesn’t depend on one person.
A sounding board
Sometimes you just need someone who’s been there to think out loud with. Between calls, I’m a phone call or email away.
A note on what I’m not: I’m not a CPA, attorney, or HR professional. When you need one of those, I’ll tell you, and help you find the right person.
Working together
What to expect
- 1
A free discovery call
We talk about your business, what’s working, and what feels overwhelming. It’s free, with no pressure and no pitch.
- 2
We pick a focus
Together we decide what matters most right now, in your words, and where to start.
- 3
Regular coaching calls
Scheduled calls to check progress, work through problems, and set your next one or two action items.
- 4
Support in between
Questions don’t wait for the calendar. You can reach me by email or phone between calls.
Every business is different, so every engagement is too. Let’s talk about what would work for yours.