financial support services
bookkeeping & taxes
business operations
financial management
financial education for businesses, individuals & familes
gain clarity, reduce stress: comprehensive financial services for women entrepreneurs
Are you ready to stop feeling overwhelmed by your business finances and start feeling confident, in control, and empowered to make smart decisions?
My Financial Services are designed to provide the clear understanding, practical support, and strategic insight you need to transform financial confusion into a powerful tool for sustainable growth and peace of mind.
Whether you need help getting your books in shape, ongoing financial partnership, a simple DIY solution with support, or education to understand your numbers, you're in the right place.
are financial services right for your business...and your future?
This is perfect for you if you are:
A woman entrepreneur who feels uncertain or stressed about the financial health of your business.
Spending too much time on bookkeeping or administrative tasks instead of focusing on growth and serving clients.
Ready to gain a deep understanding of your business's income, expenses, and profitability.
Looking for a trusted partner to help you make informed financial decisions for your business.
Seeking streamlined processes and systems to reduce overwhelm and work smarter in your business operations.
Committed to building a sustainable and profitable business for the long term.
Interested in understanding your options for personal savings, wealth building, and achieving financial freedom.
experience the power of financial clarity
Getting your finances in order and having ongoing support isn't just about numbers; it's about transforming how you feel about your business and your ability to grow. When you engage with my Financial Services, you can expect to:
Reduce Stress & Overwhelm: Replace financial anxiety with confidence and peace of mind.
Make Informed Decisions: Understand your data clearly to guide your strategy and investments.
Work Smarter, Not Harder: Implement efficient systems that free up your valuable time and energy.
Drive Sustainable Growth: Build a strong financial foundation that supports profitability and scaling.
Gain Deep Understanding: Feel empowered by truly knowing your numbers and what they mean for your business.
find the right financial support for you
Your business's financial needs are unique, and I offer tailored solutions to match. Whether you need to get your historical records in order, establish ongoing support, prefer a hands-on approach with guidance, or want to deepen your own understanding of personal wealth building, here are the ways we can partner:
business operations & financial management
bookkeeping services
If your historical financial records are messy, incomplete, or behind, these services are designed to bring clarity to your past. I'll diagnose issues, catch up on missing entries, and clean up inaccuracies to give you an accurate starting point and peace of mind.
Bookkeeping services includes:
-done-FOR-you and done-WITH-you monthly & quarterly bookkeeping
-clean-up and catch-up services
-dignasistic reviews, 1099 processing, and training
Not ready for bookkeeping? Check out our done-with-you solution: Custom Business Tracker.
monthly strategy & support packages
Designed for those ready to take the next step to enhancing financial health and improving the bottom line.
For consistent clarity, reduced stress, and proactive growth support, explore my monthly packages. These packages regular financial reviews, and customized strategy (cash flow clarity, growth planning, operations efficiency, and more). It's comprehensive support to help you understand your numbers and drive sustainable growth.
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
done-WITH-you custom business tracker
Designed for business owners with simple bookkeeping needs who wish to manage it themselves, but also want support and a safety net.
If you have simple financial needs and prefer to manage your own bookkeeping but want expert guidance and accountability, this is for you. Get a customized Google Sheet tracker designed for simplicity, with bimonthly check-ins and ongoing support to ensure you feel confident and prepared.
tax services
For business owners who want the preace of mind that customized tax services provides.
Our tax services are specifically designed for business owners like you, providing expert preparation, strategic planning, and dedicated support to ensure compliance, minimize your tax liability, and give you valuable peace of mind.
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.
personal financial education, future planning, & wealth building
Ready to Build for Your Future and Achieve Financial Freedom?Beyond business operations, I also offer personalized financial education focused on your personal financial journey.
financial education & planning
This is about empowering you to understand your options for savings, wealth building, retirement, legacy planning, and protecting your future.
We'll explore strategies tailored for your unique situation, helping you make informed decisions to build generational wealth and achieve the financial freedom you desire.
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.
your partner in financial empowerment
What makes my Financial Services stand out? I combine over 20 years of practical business experience with a genuine passion for empowering women entrepreneurs. My approach leverages technology for efficiency, provides clear, visual reporting for easy understanding, and is built on continuously refined frameworks for streamlined workflows. You get expert support, clear insights, and a true partner committed to your financial confidence and business growth.
hear from a client who found clarity and saved time
"I save hours of time each month. Penny has helped our organization clean up our finances and put some processes in place that have simplified things for me greatly. Her work has saved me hours of time each month and frees me up to focus on the things I am good at and need to be doing."
-rebecca, o-founder and chief integrator of a cultural transformation firm that delivers powerful business results for a wide range of clients. | Services provided: finance management, processes & workflows
clarity
Designed for those ready to focus on enhancing financial health and improving the bottom line.
At this level we focus on improving cash flow, reducing waste, and empowering businesses to grow. The Clarity package includes everything in the Monthly Bookkeeping package plus 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.
ready to unravel your business finances and take steps to grow your business?
Now is the time! Let's get togther and discuss your specific needs and how we can partner to take you to the next level.
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
