Client Stories

I started with a preschool owner that was overwhelmed and had no time to focus on her finances after her bookkeeper had left her. When I took over, I cleaned up the books and put processes into place to help save her time. After a couple days of working with her, she already told me how much better she felt having me around and she felt secure. I have also put processes into place to help her be more compliant with the IRS and make her bookkeeping easier. She is now easily able to see her profits and pay herself without having to worry if there is enough money to go around.

I recently started working with business owner that was struggling to see where her money was going. After a large book clean up, I was able to show her where her money was going and which fees she could cancel and how to continually make sure she was only using her business accounts for business expenses and how to pay herself. She continually thanks me for the weight that has been lifted off her shoulders.