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Forest Road

Success is Inevitable

Maintaining accounting records is necessary for every business because what cannot be measured cannot be improved. Being on top of your business finances allows you to approach each day with a pro-active mindset. You will identify and nip potential pitfalls, gain a deeper understanding on how your business is performing, and run your business more efficiently. The result is increased cashflow and profitability.

Whether you need help setting up, catching up or cleaning up, my goal is to work collaboratively with you to bring clarity to your business finances and set you on the right track to reaching your business goals.

"If you can't measure it, you cannot improve it."  Peter Drucker

The Benefits

I understand what it takes to run a business and how important it is to maintain and understand your financials to achieve your dreams.

Financial Statements

Avoid penalties or late fees, be tax ready, and make informed decisions.

Establish a baseline so that you can measure your actual results against your budget and adjust if necessary.

Collaboratively plan for the future of your business by reducing expenses, increasing income, setting goals and measuring performance.

Let’s make your business grow!

Are you ready to bring clarity to your business finances?

Are you ready to reduce costs and increase profits?

Would you like to see a clear roadmap to your goals?


Learn how working together will help you achieve all these and more!


If you have any questions that are not answered below, please send me a message by clicking HERE.

What services do you provide?

Business: Bookkeeping, accounting, budgeting, variances and advisory services

Personal: Financial Success Roadmap & Quarterly Strategy Sessions

Beast Mode: Positive Feedback Loop between energy, time & money

What are the benefits of investing in professional services?

Here are just a few of the benefits of investing in an accountant:

  • I can see the story that your numbers are telling you, and identify opportunities as well as pitfalls

  • You get access to someone who is devoted to answering questions you did not know you had

  • I educate myself daily on anything that might be relevant to your business

  • You will learn the right questions to ask to move your business forward

Most importantly, you get to focus on running your business using timely and accurate financial reports.

How do I know that it's time to invest in an accountant?
  • Your work/life is out of balance

  • You are not sure what to charge for your services or products

  • You do not know your break-even point, expenses, income or profit margins

  • You do not have a budget - money simply goes into and out of your bank account without any prior approval

  • You know that there are inefficiencies in your business but you are not sure what steps to take to eliminate them

  • You are working IN your business rather than ON your business

How much is the investment?


Consultation: FREE 
Onboarding: $350 
Monthly: $350 (up to 3 accounts & 100 total transactions)


Consultation: FREE 

Review: $150 (complete checklist to bring all accounts current)

Onboarding: $350 

Project: $300/mo. (up to 3 accounts & 100 total transactions)


Consultation: FREE 
Review: $300 (complete checklist to bring all accounts current)

Onboarding: $350 
Project: $375/mo. (up to 3 accounts & 100 total transactions)



Consultation: FREE 

Initial: $500 (setup)

Monthly: $300 (detailed report to show wins & areas of improvement)


All packages are customized based on the needs of your business

*These are minimum rates. For an accurate quote, schedule a consultation here.

How do we get started?

Step 1: You schedule a consultation HERE

Step 2: I review your current system (obtain necessary documentation if necessary) & submit detailed proposal

Step 3: You sign Engagement Letter & ACH form 


Step 4: We complete Business Map Questionnaire


Step 5: You submit requested documents


It takes 1 - 3 months to reach an optimized monthly workflow to set the stage to create a budget and perform advisory services. 

Do you prepare taxes or offer investment advice?

I do not prepare taxes and I am not a financial planner. While some may like the convenience of one-stop shopping, it is to your benefit to have more than one set of eyes on your financials. 

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