Consulting Services
From Clear Numbers to Confident Decisions.
As your business grows, your finances should do more than just keep up–they should guide your decisions. Whether you are building a foundation or scaling your business, I help translate your numbers into meaningful insights so you can plan ahead, manage cash flow and move forward with confidence.
Why Work with Kate
Elevate Your Role
As your business grows, your role should too. Move beyond the day-to-day financial details and step into your role as a leader where you can focus on the bigger picture.
Make Informed Decisions
Accurate and current financial reports provide better information about how your business is performing and allow you to make more strategic decisions about your next steps.
Gain Financial Insights
Just because you’re turning a profit doesn’t mean your business is performing at its peak. I look for trends in your financial data that can indicate underlying issues or opportunities.
Get a New Perspective
Sometimes it helps to have a fresh set of eyes on your business. Or when you’re faced with complex choices, I can support your decision-making by modeling the financial impacts of the options you’re exploring.
Prepare for Tax Filing
Up-to-date books make tax season simple—no scrambling, just clean numbers ready for your accountant. Along the way, you’ll have the clarity you need to plan for taxes and make confident decisions about your cash.
Add a Trusted Resource
After managing human resources, benefit administration, and payroll for nearly a decade, I can collaborate with you to find solutions for operational issues.
Consulting Services
- QuickBooks Online initial set up and training
- Monthly financial review
- Creating financial dashboard to monitor key metrics
- Forecasting receivables and cash flow
- Developing annual budget
- Monitoring budget variances and reporting
- Providing financial modeling and analysis to inform business decisions
- Providing leadership with updates on financial health, trends, and opportunities
- Creating and/or documenting a system of accounting policies and procedures
- Providing operational guidance and problem-solving
Ready to Get Started?
Contact Kate below for a free initial consultation.