Financial Health Review

Do you ever feel like your finances are out of control? Are you worried about making ends meet, saving for retirement, or investing for your future? Do you find your back office accounting to be tedious or confusing? If so, you're not alone. Millions of people struggle with their finances every day.

As a business owner struggling to manage their accounting and finance processes or an individual who is trying to cut waste from their spending, there is a solution for you.

A financial review of your budget or your business's accounting and spending can lead to greater profitability. Take a consultation with me so you have money to invest, save or put into your business.

As a finance and accounting pro, I have 15 years of true experience performing financial audits, owning a budget exceeding billions of dollars, and practicing financial finesse. A 60 minute consultation with a seasoned pro can save you money and grow your business exponentially.

Here is what you get:

For Personal Finance:

• a 60 minute consultation to discuss your financial situation and steps to improve it
• A financial tracking and budgeting template for your monthly expenses (P&L)
• Income and expense review
• 90 day discord support

For Business Owners:

• a 60 minute consultation to discuss your business's financial health and how to improve it
• Financial statement review (P&L, Balance Sheet, Cash Flow)
• QuickBooks, or other accounting software, optimization
• Review of accounting practices, chart of accounts and financial reporting
• 90 day discord support

A simple 60 minute call with me could save you thousands of dollars. What are you waiting for?