Financial Services

Here you can find out more about the financial services offered. Click on any of the headers to get more information!

Accounting for Profitability?

Most bookkeeping and accounting falls short, in our opinion. Most of it just gives you some numbers and let’s it go at that. And we’ve always thought that that’s not good enough. So our founder, Briana Cavanaugh, went searching for a way to use the numbers for good!

So, the big different between us and other bookkeeping and consulting firms is we are literally trained in how to help you get profitable. that we We are Profit First Professionals.

We know what numbers to look at to help you understand what profitability is (and what it isn’t) with clear  metrics. Then we take those metrics and apply them to your money with charts and spreadsheets for you to look at and use. And we help you get on track with a place for profitability. Our claim  to fame, so to speak, is that we can show most businesses how to get profitable (or on the road to profitability) in about 6 quarters.

Financial Coaching

  • Do you want to tools to make, manage and multiply your money?
    Happy winner - successful business woman

    Getting your money in order feels incredible!

  • Do you want to learn to set and achieve financial goals?
  • Do you want to learn the skills to be profitable yourself?
  • Are you interested in manifestation or abundance work?

Financial coaching is one-on-one time with me. We get our hands into your past relationship with money and talk about what’s already planted in your money garden. We look at your current relationship with money and what you’ve done with that plot of land that is yours. And we dream and vision about what you really want in the world. That leads to setting goals, plotting our path and figuring out what to tend and what to weed.

Bookkeeping

  • Do you want someone to do your books for you?
  • Do you already have QuickBooks or Quicken or some other system?
  • Do you just want someone else to take care of it?
Tax forms, calculator and pen

Know what forms you need?

Our bookkeeping service is for small and growing entrepreneurs. We specialize in  QuickBooks Online (QBO) and all of us are QBO certified. We can help you have an entirely paperless – and entirely profitable – business.

  • Is your accounting system not quite working and you’d like to refine your process?
  • Do you want to learn how to set up and manage your accounting or bookkeeping?
These financial services are for businesses who have systems that are working – mostly. You want to expand your business or your business has grown beyond your systems and they need updating or changing. Systems can be physical filing systems, electronic systems like QuickBooks or people and how the systems flow.

Feeling totally overwhelmed and not sure where to start?

Fill out the form below and we’ll schedule a call and figure out what you need – together.