Services

1) Online Business Management

As a coach, consultant, or therapist, you’re passionate about helping others — but managing and scaling your services can quickly become overwhelming. I specialize in supporting professionals like you to transition from solo operator to successful CEO by providing the tools, systems, and support needed to elevate your business with confidence and ease.

My Online Business Management services include (but are not limited to):

• Strategic Planning & Accountability: Align your goals with your mission and values to ensure focused growth.
• Operations Management: Implement efficient systems and processes that streamline your day-to-day.
• Team Management & Development: Design and manage a comprehensive hiring process, and nurture your team’s growth.
• Financial Analysis: Regular reviews of your financial trends to empower informed decision-making.
• Retreat & Event Planning: Coordinate and organize your retreats and special events to expand your impact.

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2) Financial Management & Bookkeeping

I specialize in bookkeeping for counselors, therapists, and other mental health practitioners. I handle everything from tracking session-based income and insurance reimbursements to managing the financial side of workshops, retreats, and events. My goal is to give you clear, stress-free financial insight so you can focus on your clients and your practice — without worrying about the numbers

Our Bookkeeping services include:

Software Integration: Setup and integration of accounting software for smooth, streamlined operations.

General Bookkeeping: Accurate and timely recording of all financial transactions.

Accounts Payable & Receivable Management: Efficient handling of invoices and payments to keep cash flow steady.

Financial Reporting: Preparation of income statements, balance sheets, and detailed financial reports to keep you informed.