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While all our clients share the same journey as a general approach, you will have specific challenges and ambitions that are unique. We will work together to develop the right system and strategy that will get you to where you want to go.
The first part of any new client engagement includes dialogue to uncover the information necessary for a clear understanding of where you are now, how you got here, and what the future looks like moving forward. Here, we also assess your financials and begin creating a new system that produces accurate, timely, and relevant data. The deliverable is an Optimized Financial System and a Financial Action Plan.
Once the system and plan are prepared, it’s time for traction. At this stage, we begin meeting on a regular basis and prioritize the actions that impact your business the most. Collaboratively, we reconstruct your business model and begin executing on each aspect of your company to make the model a reality. The deliverable is a new business model with measurable results of more profits, greater productivity, and a better cash position.
How can I have my own business helping people with their finances if I’m not a CPA?” I kept wondering.
And then, in 2017, I figured it out: I don’t have to be a CPA – I can become a bookkeeper! And just like that, the spark and the curiosity I had lost after 17 years in corporate was back. One bookkeeping course turned into multiple financial software certifications. Then the clients started to come in. And I kept learning and reading everything I could get my hands on. Then I got my certification to prepare taxes in Maryland. And more clients continued to sign up. My business kept growing. I kept learning about everything-bookkeeping, and even took business-related courses in marketing, copywriting and more. And then even MORE clients came.
Now I’m studying to get my EA (Enrolled Agent) certification to expand my skills. It was just the natural next step in the pursuit of continually improving my ability to serve my clients in bigger and better ways.
If you’re ready for a conversation to learn more