what we do
Via phone or video calls or in-person sessions about:
- your construction, trade, or service-based business,
- your financial worries,
- your financial goals,
- questions related to bookkeeping, accounting, set up of accounts, job costing, QuickBooks, and more.
Discovery & Clean-up
We’ll take a deeper dive into your company's financials, processes, and systems to ensure your books are:
- Set up to suit your business goals
- accurate and meaningful,
- Clear and understandable to the person responsible for the books
We’ll also ensure your procedures are efficient, optimized, and streamlined. If they can be improved, we'll work together to get you there!
What if you’re so new in business that you’re not sure if you have any of the above? We’ll start from scratch together to set your business up right, build confidence in your own abilities to manage your books, and make sure the systems and procedures are simple, clear, and won’t take a lot of time to manage.
Your financial accountability partner and your bookkeeper's coach.
This is a monthly program that includes core deliverables such as month-end financial close assistance, financial statement analysis, budget preparation, unlimited access to me via phone and email if you get stuck or have questions and more.
We walk together toward your business’s financial success and growth.
“Rachel is an invaluable resource. The name of the business reflects her approach. She acts as a good coach, helping you set up a system so you can do the bookkeeping yourself while remaining available to troubleshoot problems or implement new procedures and protocols. She is responsive to requests and offers information that is helpful for those of us not trained as accountants to understand.”