Services

1) Online Business Management

As a service-based business owner, you’re passionate about your work — but managing and scaling your business can quickly become overwhelming. I support established, client-facing businesses as they transition from solo operator to confident CEO by providing the systems, structure, and strategic support needed for sustainable growth.

My role goes beyond task management. I partner with you to create clarity, stability, and operational ease so your business can grow without chaos.

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

• Strategic Planning & Accountability
  Align your goals with your mission and values to support focused, intentional growth.
• Operations Management
  Design and implement efficient systems and workflows that streamline day-to-day operations.
• Team Management & Development
  Support hiring, onboarding, and team structure while nurturing long-term team success.
• Financial Oversight & Analysis
  Review financial trends and operational data to support informed, strategic decision-making.
• Retreat & Event Operations
  Coordinate backend logistics for retreats, programs, and events to expand your impact with ease.

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2) Financial Management & Bookkeeping

I provide bookkeeping and financial management support for service-based, trust-heavy businesses, including client-facing practices that manage recurring services, programs, workshops, retreats, and events.

My experience includes working with professionals who handle session-based income, multiple revenue streams, and detailed financial workflows that require accuracy and discretion. My goal is to give you clear, stress-free financial insight so you can focus on your clients and your work—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.

My background includes extensive experience supporting confidential, client-facing practices that require precision, discretion, and consistent financial oversight.