Start with a Free
Financial Review

A simple, judgement-free process designed to help you understand your books.

Here’s How it Works…

Running a small shop is hard enough without second-guessing your numbers. During your Free Financial Review, I’ll take a look at your bookkeeping setup, walk you through where things stand today, and highlight opportunities to strengthen your finances. You’ll walk away with clarity, confidence and a personalized Assessment & Action Plan - no pressure, no judgement.

STEP 1 - DISCOVERY CALL
We’ll talk through your business, bookkeeping system, and financial goals. I’ll meet you exactly where you are - no judgement.

STEP 2 - FINANCIAL REVIEW
I’ll take a careful look at your bookkeeping system and prepare your personalized Assessment & Action Plan, including a clear outline of next steps tailored just for your business.

STEP 3 - REVIEW CALL
We’ll meet again to walk through your Assessment & Action Plan together. You’ll gain insight into your current setup and guidance on the best path forward. If ongoing bookkeeping support makes sense, I’ll share a customized proposal.