Here's exactly what I can build for you.

Good financial tracking starts with something that fits your business. Income, expenses, cash flow organized in categories that match how you actually operate, in a format that makes sense to you.

Income, expenses, and cash flow are organized in a way that makes sense to you. Categories match your actual business. Totals calculate automatically. Updates take minutes each month and the summaries pull together automatically. Less time on admin, more time on everything else.

• Monthly income and expense tracking, organized by category
• Cash flow view updated monthly so you always know your position
• Budget vs. actual comparison so you can see where you're over or under
• Quarterly summaries that give you a clear year-to-date picture
• Instructions and a walkthrough included with every delivery

Every business has expenses that made sense when they were added and quietly stopped making sense months later. Subscriptions that auto-renew. Vendors whose rates crept up. Tools that nobody uses anymore. A line item that used to be $80 and is now $240. Most business owners can feel that something is off they just don't have a clear picture of exactly where.

This service is a structured review of where every dollar is going, with a clear output: what's earning its place, what isn't, and what to do about it. Most clients find at least one meaningful savings opportunity in the first pass.

• Full review of all recurring expenses and subscriptions
• Expense categorization and monthly trend analysis
• Clear breakdown of fixed costs vs. variable costs
• Specific savings recommendations with estimated annual impact
• Written summary you can act on immediately

When you want to know how the business is doing, you should be able to see it right away. This service builds that view revenue, expenses, margins, and trends, connected to your real data and updated automatically.

Everything is built in whatever tool makes the most sense for your team: Tableau, Looker Studio, Power BI, or a well-structured Google Sheet. The result is a single view of what matters, ready whenever you need it.

• Revenue, expenses, and margin tracked in one view
• Automated updates so you're always looking at current numbers
• Custom to your actual business metrics and goals
• Built in the tool your team already uses or will actually open
• Training session so your team can read and maintain it

Most business owners don't think about taxes until March. By then, they're scrambling to find receipts, reconstruct months of expenses, and answer their accountant's questions at the worst possible time. The scramble costs time, money, and missed deductions.

This service sets up a system at the start of the year that organizes everything as you go. By the time tax season arrives, everything is already in order. Your accountant gets a clean handoff. You spend less time in that meeting, pay less for it, and don't miss anything.

• Income and expense tracking organized by tax-relevant categories
• Receipt and documentation tracking guidance
• Deductible vs. non-deductible expense flagging
• Quarterly review check-ins so nothing gets missed
• Clean summary ready for your accountant when you need it

Comparing months, quarters, and years side by side gives you a much clearer picture of what's actually happening in your business. Where is growth coming from? What's seasonal? Which clients and services are the most reliable?

This service answers those questions with real data. By comparing months, quarters, and years, patterns become visible. Seasonal cycles, growth trends, client concentration risk the things that are obvious in hindsight become plannable in advance.

• Month-over-month and year-over-year income comparison
• Revenue by client, service, and category breakdowns
• Trend identification: what's growing, what's slipping, what's seasonal
• Forward projections based on historical patterns
• Revenue concentration analysis so you understand where reliance is high

This is the right first step if you know something needs attention but you're not sure what, or if you want to understand what working together would look like before committing to anything larger.

Bring your most pressing business finance or data question. We'll work through it together in 90 minutes, and you'll leave with a clear picture of what's actually happening and a concrete next step whether that's a larger engagement, a different resource, or just a changed approach to how you track things. No commitment required after the session.

• 90-minute focused session on your most pressing question
• Review of whatever you bring spreadsheets, dashboards, reports
• Written action plan with concrete next steps
• One follow-up email within 48 hours
• Credit toward any larger engagement if you decide to continue