Business Services offered

Complementary Consultation

Schedule your complementary 15-minute call with me to discuss your business financial needs and the things that you would like help with. I can help you make your accounting system more efficient. For companies with employees, you can increase their financial literacy and build their confidence with their finances by providing them with Financial Wellness Workshops.

Quickbooks Training

Are you new to Quickbooks and want to understand how it all works? Do you do your own bookkeeping but have concerns about how things are set up and want to make sure you have things ready for tax time? Do you use Quickbooks and want to be more efficient with your time? I am a Quickbooks ProAdvisor with many years of QB Desktop, Enterprise and Online experience and offer QB Training and can help you get set up properly if you are new to QB. I also offer training for Wave Accounting.

Financial Wellness Workshops

Are you a small business owner and want to provide your employees with a group workshop to help them understand financial topics better? Studies have shown that companies that provide Financial Wellness Workshops to their employees have less absenteeism, increased employee productivity, lower turnover rates, less stress, lower healthcare costs and higher participation in workplace retirement plans. I can custom design and present an interactive Financial Wellness Workshop for your employees.