First, we work with our clients to clarify their goals. We do a deep dive analysis of where they are now with their money. Only when there is complete clarity for them and for us do we move on to...
Next, we get busy creating custom bookkeeping to fulfill our clients' goals. This includes creating financial reporting that is: a) specific to their industry, b) simple to understand and c) helps us all to see how we can...
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping our clients to meet and exceed their goals. This requires ever-changing plans for them to thrive.
Hi! I’m Shauna, a QuickBooks Online Advanced ProAdvisor with a passion for helping small business owners streamline their bookkeeping.
With a Bachelor of Science in Organizational Management with a focus on Accounting and over 10 years of experience as an entrepreneur, I truly understand the mindset and challenges of running a business.
When I’m not diving into numbers, I’m a dedicated homeschool mom, balancing family life with my mission to empower business owners with clarity and confidence in their finances.
Let’s work together to simplify your bookkeeping and help your business thrive!
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