finance support services
done-for-you
done-with-you
analysis, reporting, and more
finance support
bookkeeping
cash flow analysis
business blueprint
done-for-you
monthly bookkeeping
quarterly bookkeeping
includes categorization of transactions, bank account reconciliations, profit & loss statement, balance sheet, and more.
diagnosic books review
catch-up
clean-up
year-end report package
cash flow analysis
budgets
custom reports
done-with-you
monthly bookkeeping
quarterly bookkeeping
bank account reconciliations
financial reports
custom business tracker
done-for-you packages include training, monthly check-ins, support, and more.
custom business tracker is a spreadsheet solution for those that have simple bookkeeping needs.
to learn more about these services, click below.
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
