Are you struggling to make sense of your business finances or drowning in spreadsheets? Get clarity and a custom roadmap with an expert consultation session.
As a Bookkeeper and Excel Analyst with 3 years of hands-on experience, I go beyond simple data entry. I specialize in turning raw financial data into clear, actionable insights that drive better business decisions.
What You Get:
Financial Clarity: We'll review your current bookkeeping system and financial statements to ensure accuracy and uncover key performance indicators (KPIs).
Custom Excel/Data Solutions: Get expert advice on designing efficient tracking systems, building robust financial models (e.g., budgeting, forecasting), and automating reports using Excel and Power BI.
QuickBooks/System Optimization: Guidance on setting up or cleaning up your QuickBooks file for maximum efficiency, ensuring your chart of accounts is optimized, and streamlining your workflow.
Actionable Strategy: I'll provide practical steps and recommendations to improve your cash flow, reduce errors, and set up a reliable system that grows with your business.
Whether you need a one-time clean-up strategy, help designing a key financial report, or advice on leveraging your data, I'm here to provide the expertise you need.
Ready to stop guessing and start growing? Book a session now!