I love accounting! Even more, I love helping solo & growing small business owners, like you, learn the why & the how of their bookkeeping.
Sometimes called the Numbers Counselor, because I take the stress out of your bookkeeping. In other words, I take you from feeling overwhelmed to overjoyed about your bookkeeping!
A little about me
I use my 20+ years of accounting experience to help solo and growing small businesses and non-profits.
I love working with numbers, talking about numbers, reading about numbers and making sense out of numbers.
But, sometimes, even I need a break.
I get it.
A little about you
Bookkeeping is probably the last thing you want to do. Today or any day.
You have accounting software that’s so easy, anyone can use it. Except you (and most busy business owners).
But, you’re running a business and you know how important YOUR numbers are to YOUR business.
Today and every day.
We work together
The accounting software isn’t magic. It’s a tool. It’s a way for you to pour in all the numbers for your business.
But, it’s not enough to have numbers or to see them. You need to read them AND understand them.
Let me say it again.
You need to UNDERSTAND your numbers.
That’s where I come in.
One of my goals is to help business owners, like you, gain more confidence in and with your bookkeeping.
Together, we’ll wrangle your bookkeeping software to make sure you’re sure about your business.
Then, you’ll KNOW what your numbers mean for you and your business.
Here’s a story about a lovely lady
One day, I consulted with a client who needed some fundamental understanding of her numbers.
She didn’t need me to manage her bookkeeping, because she was a do-it-yourself-er & she wanted to do it herself.
I high-fived her (literally) and told her she was brave for rolling up her sleeves & digging into her numbers.
She looked at me, thanked me for the high-five & gave me a slight grin. Then, she leaned in and explained she “sort of knew” how to do her bookkeeping.
Been there, heard that
See, she told me that she looked at her banking activity almost every day and printed her clients’ invoices in Word.
When I asked how she tracked the invoices, she told me she kept a log. In Excel.
She waited for my response.
And I knew the one she expected.
She thought my once happy smile would turn into a disapproving frown. Perhaps there’d be a shake of my head and a “you might as well give up”.
I’m not your run-of-the-mill bookkeeper
Instead, I told her “way to go!”
I told her she tracked more information in her business than many business owners – small or large.
She had the numbers.
She saw the numbers.
Those were GOOD steps.
I wanted to help her go from good to great!
Change is great
I wanted to help her READ her numbers and UNDERSTAND them.
She was a DIYer with her bookkeeping, but she had my respect and received my wholehearted support and guidance.
With my help, the overwhelm she felt was gone.
The burden of tackling her bookkeeping was a memory.
She had clarity around her fundamental processes (the WHY of her bookkeeping).
And she had the steps to move forward (the HOW of her bookkeeping).
No fancy accounting words – only plain English.
No fancy accounting calculations – only basic math. Like the kind most of us use every day.
She gave me a fun gift. A new nickname, “Numbers Counselor“. Because she said I found the overwhelm and like a massage therapist, I kneaded the knot until it caused no more worry.
Let me help you
Whether you’re ready to create a better bookkeeping workflow, to learn how to use your accounting software or have it done for you, I’m happy to help!