advisory & support
bookkeeping
cash flow & budgeting
forecasting
operations analysis
Our advisory and support services are designed for business owners who are ready to form a strategic partnership to take their businesses to the next level. Packages begin with monthly bookkeeping and grow according to where you are in your business and where you want to be.
bookkeeping
Bookkeeping includes:
-monthly income and expense entry and categorization
-monthly bank and credit card reconciliations
-monthly reporting (profit & loss statement and balance sheet.)
We use Quickbooks Online, Wave Accounting and Google Sheets.
Benefits:
-up-to-date financials
-improved efficiency
-time savings
Please note: we don't currently support taxes, payroll, or sales tax.
Not ready for bookkeeping? Check out our done-with-you solution: Custom Business Tracker.
clarity
Our Clarity Package focuses on enhancing financial health and improving the bottom line.
The next step after bookkeeping focuses on improved cash flow, reducing waste, and empowering businesses to grow.
This package includes monthly bookkeeping, cash flow review, budgeting sessions, and quarterly reviews.
Benefits:
-consistent financial tracking
-budgeting and planning
-understanding of cash flow
growth
Designed for those who need financial support with bookkeeping and cash flow.
Everything in Monthly Bookkeeping and Clarity Packages, plus revenue stream analysis, financial forecasting, and personalized business growth strategy.
Benefits
-clear visibility into financial health
-revenue stream & cost strategies
-better decision making through real-time data
efficiency
For businesses focused on growth through efficiency and service excellence.
Our Efficiency Package emphasizes optimizing operations while ensuring an excellent customer experience. We focus on streamlining processes and systems, enabling your business to operate at peak performance and maximizing productivity.
Benefits:
-enhanced operational productivity and efficiency
-improved customer satisfaction and loyalty
-stronger alignment between operations and customer service
integration
For businesses ready to take a strategic leap.
Integration is a holistic approach that combines all four areas—Monthly Bookkeeping, Clarity, Growth, and Efficiency—into one robust package. Ideal for businesses ready to take a strategic leap in with their finances, processes and systems, and customer service.
Benefits:
-integrated strategies for sustainable growth
-comprehensive support across back-office business functions
-ability to be adaptable to changes in the market.
what my clients have to say
"Penny is amazing to work with. In our first conversation, she sought to understand exactly what we needed and offered a set of solutions that matched what we were looking for. Her attention to detail is unmatched."
-co-founder of a cultural transformation firm that delivers powerful business results for a wide range of clients. Services provided: finance management, business success system
"Penny is professional with the expertise and attention to detail needed for complex projects. She communicates well, is on top of things and delightful to work with."
- principal of a strategic and creative marketing communications service. Services provided: administrative support
Penny is great to work with! She's helped me quite a bit with my QuickBooks and does everything in a timely manner. I appreciate her help, and it saves me quite a bit of time to have someone take this on.
-owner of a boutique-style group travel, curated with solo travelers in mind. Services: monthly bookkeeping
