Consultations | Bookkeeping | Outsourced CFO

Consultation Services

Booked in one hour increments – for when you need help right now!

You’ve got a good handle on your business but you need a dedicated session where we walk through your questions and concerns.

* Assistance during Audits
* Budgeting
* QuickBooks Setup & Training
* QuickBooks Troubleshooting
* Financial Organization
* Profitability Audit


Bookkeeping Services

Quarterly, Monthly, or Cleanup – when you need to stay on top of your books

Your business has grown to a place where you need a dedicated bookkeeper to help track your monthly income and expenses.

* Transaction logging and categorizing
* Monthly, Quarterly & Annual Reports
* Payroll services
* Vendor payments
* Budgeting and forecasting
* Invoice generation

Outsourced CFO Services

CFO for a day, project, or month – when you need extra help strategizing

Your business needs a dedicated CFO where we walk through the finances, operations, and growth of your company. We customize your package based on your needs and budget and are available on a day, project, or monthly basis.

* Bookkeeping
* Cash Flow Analysis and Projections
* Financial Systems Strategy & Design
* In depth financial review
* Treasury and cash management
* Identify and optimize KPIs
* Tax return review and liaison

Bookkeeping and Accounting Services aren’t one size fits all. 

Small business owners typically invest 1-5% of their annual sales revenue.

Once you reach out, we’ll go over the details to help craft the perfect package for your business!

What are you waiting for? Apply here for your free 30 minute consultation!

We are looking forward to working with you!

Here’s what our clients have to say:

Dana is the absolute BEST!! She has created seamless systems within my business’ books. Everything is perfectly prepared every month & ready for the CPA come tax time. I always have a temperature on the financial health of my company by referring to her monthly reports. No matter how small or large your business might be, Dana can handle it & bring you SO MUCH peace of mind.

Kala, aesthetic product development consultant

Dana helps women stop hiding their heads in the sand and actually look at their books…and have fun doing it!

Betsy, NLP Trainer, Author, Speaker

Dana makes my life awesome!

Patrick, agricultural equipment wholesaler

We strive to bring high quality not only in our work but in our everyday values.
We are committed to compliance with all fair employment practices.
We work with great people from a variety of backgrounds because it makes us stronger together.