You have BIG dreams...
Perhaps it was to travel more?
Or to create a legacy to leave to your children?
Or to achieve financial freedom?
Whatever your dream is, I'll help you get there.
Let's dream together! Book a discovery call with me, so we can make a roadmap to your dreams.
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Tax Preparation and PlanningFor many, tax preparation is a daunting and confusing task. I'll remove the guesswork by taking a comprehensive look at your unique tax situation and putting my expertise to work to handle all the details so you can feel calm and confident during tax season.
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AnalyticsGet a deeper understanding of your business and what it is trying to tell you. I look at the numbers of your business to help you understand what your business is trying to tell you. Whether that is which products are the best performing, or identifying costs that are holding you back, and more!
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Strategic Business PlanningIf you're reaching for a specific goal in your business but don't know where to start, I'm here to help! Tell me your ideas and objectives, and I'll leverage my years of experience to help you create a strategic financial plan to hit your target!
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Small Business AccountingRunning your small business may be a dream come true, but doing it all yourself can be overwhelming. Let's work to manage your accounting so you can focus on the core of your business. I'll get your books on track and keep them up to date by reconciling bank statements, generating income statements and balance sheets, and more. I'll also provide expert guidance to help you navigate your financial journey and grow for the future!
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Cash Flow ManagementWhen your ‘cash in’ exceeds your ‘cash out,’ you know everything is going great. But what if you need some help getting it all under control? I'm here to clear up your cash flow confusion! I'll identify your cash needs, find the best sources to pull cash from, and help you build a successful relationship with banks and credit unions should an emergency arise.
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Personal Financial PlanningWhen it comes to building your wealth and planning for your future, finances are personal. With an open ear and a dedication to the details, I pay attention to your wants and needs so you can feel secure about your finances. Trust me to guide you in reaching your financial goals such as preparing for retirement, paying for your child's education, growing your investments, and much more.
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Estate PlanningPlanning your estate on your own can be time-consuming, complicated, and costly. Let me handle the details so you can rest assured that your estate planning is done right. I’ll help you establish your estate goals, assist you in assembling an estate planning team, prepare and review your documents, and provide consultation services should anything change down the road.
