I help clients to maintain control of their finances and achieve their goals by keeping their bookkeeping data accurate and up-to-date, helping them to understand and utilize their financial statements to track their cash flow and performance, and being there to support and guide them with strategic advice, unlimited email support, and regular phone or video conversations, all of this to help them make the best possible financial decisions for the future of their practice. I also generally include a subscription to an online accounting software (Quickbooks Online, coming soon Xero) and a secure online document management platform for receipts, bank statements and other documents associated with transactions, since my services are virtual rather than local, to give us both convenient access. The details of my services are based on the individual needs of my clients though, and the financial strategy session/consultation is an important step for me to talk to you personally and get to know more about your business and your situation, and to determine whether we are a good working fit for each other, and that your needs are met.  I look forward to to taking you beyond the books, and giving you more time to focus on what matters most—your business.