Hi! My name is Carolyn. I help entrepreneurs get their finances out of their shoe box and into the cloud.
Here is how...
STEP 1
Know Your Numbers
Master Your $
Whether you have been in business for years or you are just starting the journey, sometimes you just don’t know what you don’t know. This online course lays down an excellent foundation of business knowledge to help you make wise financial decisions. It covers legal structures, basic bookkeeping, how to pay yourself, set aside money for taxes, and so much more. The course is broken down into bite sized video segments that are 5 minutes or less. Watch them all at once, or spread them out to fit your schedule. Overall, the course can be finished in less than 2 hours. Following the course, you have the option to schedule a free 30 minute coaching call with us to help you decide what are your next best steps.
This course will take you well beyond the basics and into a simple method that teaches you how to master your money. PDF’s, checklists, guides and a road map are included to help you chart your journey. You can be your own CFO!
STEP 2
Software Set-up & Bookkeeping Advisory
We set up your bookkeeping software for you to assure that you are building your books on top of a solid foundation. We will get your Chart of Accounts set-up right and assure that your beginning balances are entered correctly. Once your set-up is complete, we train you in the basics to get you started.
STEP 3
Know Your #’s Starter Package
A starter bookkeeping package that is done for you! Perfect if you are just starting your business, or if you need a very simple and affordable system in place. Package includes:
- Monthly bookkeeping
- QBO or Xero accounting software subscription
- Hubdoc App – Snap a pic of your receipt and we will get it into your accounting file for you. Ditch your shoe box!
- Year end reports – You are ready at tax time!
- Unlimited emailing – We are available so that you can ask questions and get guidance for those areas that you are unsure about
STEP 4
Total Money Mastery Package
A bookkeeping package that goes way beyond the basics. Do you need help to really take control of your finances? This package is perfect for the entrepreneur who has an established business, yet has never taken the time to master their money. They are not really sure how much they are making, or even how much they can pay themselves. Taxes tend to sneak up on them year after year and take them by surprise.
Package Includes:
- Monthly bookkeeping
- QBO or Xero accounting software subscription
- Hubdoc App – Snap a pic of your receipt and we will get it into your accounting file for you. Ditch your shoe box!
- 60 minute quarterly meeting to discuss your finances, review financial reports, set goals, etc. This meeting is about you, your needs, and guidance with your finances as you grow your business.
- Profit & tax planning – Together we will create a plan to set aside money to pay yourself and to save money to pay your taxes. No more getting blindsided with a yearly tax bill!
- Accountability – We work with you to help you stay on track with your financial goals.
- Unlimited access to us – In other words, it is like having bookkeeper in your back pocket. When issues come up, we are here to help.
Working together, we can help you grow your business, help you gain financial success, and set you free to really focus on what you love to do.
“Carolyn has been a great asset to our team. She is warm, personable and easy to work with. She works hard, and takes on your business finances with the care that she gives to her own.”
– DAN ADAMSON, PARTNER/CREATIVE DIRECTOR AT FARM BOY CO-OP & FEED CO., LLC