Thinking about hiring a virtual bookkeeper and/or financial advisor to manage your business finances, but not sure of what to expect? This is not as invasive as it may seem. Here are a few things to keep in mind regarding the process:
- There’s no risk to you at all because your confidential information is not needed in order to carry out your service effectively. No social security number, log-in information, bank access or account numbers are needed.
- The longest part of this process is the initial phase, as it is vital to have clarity as to what your desired expectations will be moving forward. After that, I may only need a few minutes each month to clarify unknown transactions as they arise.
- This process can be as easy as possible, catering to what’s best for you and your business at a time of your convenience.
Who are these services for:
These services are ideal for small service-based businesses. For example: hairstylists, salon/spa suite owners, mechanics, personal trainers, freelance artists, 1099 Contractors, etc…
Service Guide
- Bookkeeping: Categorize and track all income and expenses
- Profit & Loss Report (aka Income Statement): Shows overall income, expense, and profit margin
- Debt Repayment Strategy Session: Discover the fastest route to being debt-free
- Budgeting: Create a monthly/quarterly/annual budget sheet to stay on track to meet your financial goal for that time period
- Maximize My Savings Strategy Session: Create a plan to reach your desired amount in savings
- Partner with My Accountant: Your accountant will instruct me of exactly how he/she would like your books to be maintained for a hassle-free Tax Preparation
- Financial Advisory: A general plan of how to meet/surpass your monthly/quarterly goals
- Financial Forecasting: A detailed game plan of specific services and how many clients would be needed to meet/surpass your monthly/quarterly goals
CONSULTATION
To set up your FREE consultation, send an email to coachshaunie@gmail.com or submit the form attached below.
Payment
Payments can be made via Zelle
Client Guarantee: You can text/email me for whatever you need. I will respond the same day.
Submit the form below to see if we’re a good fit.