Projects
As a one-person business, I have had the privilege of working on various projects that have contributed to the success of small business owners, entrepreneurs, and startups in the service industry. Each project has allowed me to play a crucial role in providing bookkeeping CFO services and business consulting expertise, helping my clients navigate the complexities of financial management and business compliance.
Set up Restoration LLC
Business Consultant and Financial Strategist
I worked with an entrepreneur transform his part-time hobby into a successful restoration company by establishing an LLC, securing necessary licenses and business insurance, and developing a comprehensive marketing strategy. Within just 14 months, this business flourished, generating over $17 million in revenue thanks to the implementation of tailored accounting software and an industry ERP system.
Software StartUp
Accountant and FInanical Strategist
I recently worked with a business owner who, despite taking all the right steps, missed the crucial task of setting up his books; I helped him choose the appropriate accounting software, integrate his accounts and compile the two years of financial statements his funders needed.
On Going Payroll Support
Bookkeeper and Payroll Specialist
I am working with a large construction company with proving basic bookkeeping services and processing payroll for 75 employees, including federal and state tax compliance.
Projects
As a one-person business, I have had the privilege of working on various projects that have contributed to the success of small business owners, entrepreneurs, and startups in the service industry. Each project has allowed me to play a crucial role in providing bookkeeping CFO services and business consulting expertise, helping my clients navigate the complexities of financial management and business compliance.
Successful Shopify Store
Bookkeeping and Tax Planning
I worked with an entrepreneur to get tax season ready. This business young female business owner independent grew a Shopify store to a half million-dollar business her first year. Recently she contacted me to help her get tax ready. Although she kept Shopify records no business expenses were picked up leaving her exposed to taxes and penalties. We were able to get her QBO account set up and ready to go in just three weeks. Her tax liability was cut by 3/4.
Flooring Company
Bookkeeping and Business Strategist
I have been working with a local flooring company for over five years now. The business was in decline when I first met this business owner. I was able to set up their accounting systems, assisted in obtaining several business grants and the business is thriving.
Landscape Industry
Bookkeeper and CFO Services
I work with a local landscaper who took his side gig of cutting lawns and turned it into a very successful business he now has seven employees on payroll and his books and billing are up to date. He is also on page one of Google organically as a result of the marketing plan we put in place about a year ago.
