How I can help you

• Assess current cash flow and identify issues. • Implement tools for regular cash flow monitoring and forecasting. • Develop strategies to maintain a healthy balance between income and expenses, ensuring operational efficiency.

People I am looking for

• Enhanced cash flow visibility reduces daily financial stress. • Faster payments cut late fees, improving business operations. • Up-to-date data aids in strategic decision-making. • Cash Flow Management ensures capital for growth. • Optimize invoicing for quicker payments. • Forecasting helps anticipate shortages.

Experience & Cases

• Target Clients: Zuercher Electric Company, ETC Construction. • Homestead Veterinary Service, NexGen Renovations LLC, JH Exteriors LLC.

• Reduced overhead by 18% for an electrical company. • Recovered $20K in missed expenses for a contractor. • Completed two years of book reconciliation in under three weeks. • Enabled better bidding with job costing for construction. • Focus: Professional Services Trade.

How to contact

About

• Empowering financial reports replace confusion with control. • Early problem detection and planning boost growth. • Financial coaching helps contractors and service pros thrive. • 20+ years' experience, Certified QuickBooks Pro Advisor.

Cases & Experiences

• Optimized scheduling cut costs by 18% for an electrical firm. • QuickBooks cleanup recovered $20K in expenses for a contractor. • Reorganized books enabled timely tax submission and loan approval. • Enhanced job costing improved project bidding for a construction firm.

Work Order

• Cash flow management ensures sufficient capital for expenses and growth. • Optimized invoicing speeds up payments, enhancing cash flow. • Regular forecasting anticipates shortages, maintaining balance. • Clear financial reporting aids understanding and transparency.

How to contact