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Frequently Asked Questions

Frequently Asked Questions

Why should I hire a business consultant?

Because there’s no way you can do it all yourself. The passion which drove you into entrepreneurship was probably not accounting or marketing. That passion needs to remain clear and true. Let a business consultant handle the simplifying the process which does not come natural to you. Let them set up the procedures and systems for you to follow step by step so you can continue chasing your passion.

What kind of consulting do you provide?
I like to call myself the fixer. With my 22 years of experience which ranges from being a bookkeeper to a Chief Financial Officer for a multimillion dollar construction company, I assess the systems and procedures currently in place. I then simplify it based on the owners/manager’s needs. In the end, the bookkeeping process will have procedure manuals based on proven systems so almost anyone can take up where someone else left off. It allows the owner to step in if needed when an employee takes off or leaves. It helps in the hiring process of a bookkeeper because the processes and systems are in place so almost anyone can keep the books organized.
I prefer to throw all of my receipts in a box and take to my CPA for taxes. Why should I change this process?
The data within those receipts is priceless. By having up to date bookkeeping, your accounting program can tell you which direction your business is going. It can provide you with monthly reports which could literally save your business. It can help you understand from month to month if your efforts are returning a profit. The data will point you in the correction direction for your profit margin. It can help you with cash flow in the future. The reports will show whether or not you should make an investment. Numbers don’t lie.
Why do I need a vision board?
A vision board is a tool to help you achieve your big life goals. The process allows you to dig into your authentic self to ensure you’re on the right track or discover something new.

The board itself is a constant visual reminder of where you’re headed so it’s always top of mind and you don’t miss opportunities.

If I hire you, am I stuck in a contract?

No. There is a contract for services however it is not open ended and can be cancelled with a letter written 30 days in advance of cancellation date.

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  • About
  • Corporate
  • Vision Boards
  • FAQs
  • Blog
  • Contact