How I can serve you

analytics, chart, data

Virtual CFO Services

Bookkeeping Services

  • Transaction entry
  • Reconcile bank and credit card statements
  • Accounts payable
  • Receipt management
  • Sales and B&O Taxes
  • Payroll Entry
  • WA State L&I filing
  • Year end reporting for tax preparation for CPA or Tax preparer

Advisory services

  • General ledger review
  • Payroll setup
  • Financial statement preparation
  • Budget preparation and tracking
  • Financial benchmarks
  • Industry trending
  • Quickbooks Online setup
  • Training

Organization - Sunday Basket System

I am enrolled in the Organize365 Sunday Basket Certification program! I have been using this system since October 2019 and it keeps my busy life orderly. Managing a household, a business, and a family is a lot to juggle. I’ve always been organized, but have strugged more since starting a family. This system is what I needed to capture all the thoughts that race through my mind in any given day. I forget less, save money and have less anxiety over forgetting things. This system can be used by anyone. Here are a few key points on what the Sunday Basket will do for you:

  • Collect your incoming paperwork

  • A place hold everything until you have time to process 

  • Act as a tool to help you to plan your week for maximum efficiency

  • Keep your papers at your fingertips so you can take action on them

  • Teach you the skills of organization for paper

 I am excited to share this system with you!

Lets connect

Lets setup a time to chat and see if I can help!