Small Business Consulting

Practical guidance and hands-on support for your business challenges

Your Business Deserves More Than Generic Advice

Running a small business comes with unique challenges. From choosing the right business structure to keeping your books clean to understanding your numbers, as both a CPA and an educator, I bring clarity to complex business issues and help you build systems that actually work for you.

Why Work With Me

  • CPA with 20+ years of accounting expertise
  • Teaching backgroundโ€”I help you learn and understand
  • Personal attention to your specific situation
  • Flexible approach tailored to your needs
  • Real-world experience with small businesses
  • Patient, educational style

My Approach

  • Listen first and understand your business and goals
  • Explain concepts clearly in plain language
  • Create practical solutions, not theoretical ones
  • Empower you to understand your own finances
  • Provide ongoing support as you grow
  • Adapt to how you work best

How I Can Help Your Business

Whether you need one-time help or ongoing support, I provide consulting services tailored to small business needs. Here's what I can help with:

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Business Structure Consulting

Deciding between LLC, S-corp, partnership, or sole proprietorship? Considering a change in entity structure? I'll help you understand the tax implications and make an informed decision.

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Bookkeeping & QuickBooks

From setting up QuickBooks from scratch to cleaning up messy books to training you on the basics, I bring clarity to your accounting system and help you maintain it with confidence.

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Monthly Bookkeeping Services

Ongoing bookkeeping support to keep your records clean and current. Perfect for business owners who want professional help managing their books throughout the year.

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Financial Cleanup & Catch-Up

Behind on your books? Haven't kept records for months? I specialize in catching up messy accounting, reconstructing records, and getting you back on track.

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General Business Consulting

Financial questions that don't fit neat categories? Tax planning? Understanding your numbers? Making business decisions? I'm here to help with the challenges you're facing.

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Other Business Challenges

Every business is unique. If you're facing a challenge that's not listed here, let's talk. I'm flexible and open to helping with a variety of business needs.

๐Ÿ“ Looking for tax preparation services?

If you need help filing business or personal tax returns, visit my Tax Preparation page to learn more about tax filing services and complete the appropriate tax form.

How We'll Work Together

1. Tell Me About Your Business

Complete the business consulting form to share your business structure, current challenges, and goals. This helps me understand your situation before we meet.

2. Initial Consultation

We'll discuss your needs in detail, explore solutions, and determine how I can best support your business.

3. Tailored Solutions

Whether it's a one-time project or ongoing monthly support, I'll create a plan that fits your business and your budget.

4. Ongoing Support

As your business grows and changes, I'm here to answer questions and provide guidance when you need it.

Ready to Get Started?

Complete the Business Consulting Form

Help me understand your business structure, goals, and the challenges you're facing. This gives us a great starting point for our conversation.

Complete Consulting Form Schedule Consultation

Questions? Email me at [email protected]

Let's Tackle Your Business Challenges Together

Practical guidance, personal attention, and solutions that work for your business.

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