Consulting services are offered on a sliding scale, and registered nonprofits are eligible for a discount. Please fill out our Contact Form for more information

SERVICES

Your small business CAN THRIVE with the right tools and resources. You do not have to be an expert in accounting, human resources, marketing and general business administration to keep your finger on the pulse of your business. You need:

  • Access to Local, State, and Federal Requirements for businesses and employers, and any specific to your industry.

  • Guidance on basic record keeping, budgeting, and possibly an employee or contracted expert to help.

  • A toolkit that includes checklists and deadlines for important business records and reporting requirements.

  • A reasonable and manageable routine that allows the administrative side of your business to be completed, providing timely and important indicators of the health of your business.

  • A roadmap outlining your vision and goals.

FINANCE MANAGEMENT

 One of the most cited causes of small business failure is a lack of adequate fiscal oversight and management. This tedious aspect of running a small business is often put on the back burner, resulting in cash flow constraints, increased risk of theft/loss of assets, and of course 11th hour stress during Tax or Annual Reporting time. I will work with you to ensure you have the right tools and knowledge to stay on top of your finances, and generate informative plans and reports to guide business decisions. For nonprofit clients, I will ensure you are accessing all of the discounts and resources available to you for business software and hardware. Whether you need help with big picture analysis and planning, basic orientation and training with QuickBooks, or full charge bookkeeping services, I am here to help.

HUMAN RESOURCES

 Ask any business owner or manager about the hardest part of their job, and odds are they will tell you it is employee management. Even with great communication and people skills, recruiting, hiring, training and supervising can be daunting. Wage and Hour Compliance, Payroll, Record Keeping, and Performance Management are just the basics. How do you create job descriptions and determine competitive pay and benefits? How do you know if employees are eligible for Salary instead of Hourly? What are my state requirements for sick leave? Are you mandated under FMLA? From New Employee Packets to Workplace Culture, I will help you navigate regulatory compliance and create policies and programs to support employees, minimize turnover, and protect your employees and your business.

BUSINESS ADMINISTRATION

 From startup to growth, I will help you navigate core business requirements including Local, State and Federal Business Registration, Insurance, Record-Keeping, and more. No need to risk losing your business because you did not know your state registration and reporting requirements, or because you lacked adequate insurance coverage. For many business owners and managers, these topics are daunting and overwhelming so they are neglected or completely ignored. Don’t worry! Once we know what you need, I’ll help you set up a schedule and reminders and locate insurance agents/brokers who will do the legwork for you.

MARKETING AND COMMUNICATION

You do not need to be a graphic designer to create a cohesive look (branding) and messaging to entice, inform and engage with your customers/clients. There are many no-cost and low-cost tools available to get you started. Whether you need to build a website, setup your social media pages, or design brochures and business cards, I can get you setup with the right tools to make this key aspect of running your business manageable, and maybe even fun.

BOOKKEEPING SERVICES (Limited)

I offer a limited number of clients full-charge bookkeeping services. If you are interested in bookkeeping services, please complete the contact form and we can explore your options. Please note, these services are currently only offered to clients using QuickBooks products.