First, Complete your Express Lane Checklist

Below you will find a checklist of all the items I’ll need from you in order to get started. Please let me know if you have any questions!


Phase 1

I'm so excited to have the chance to chat with you! Schedule a Zoom call to see if we'd be a good fit!

Meet 'n' Greet

In phase 1 we assess the mess and clean up the cluster duck!
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Phase 2

Clean Up / Catch Up


The goal of the Restoration Phase is to achieve a Known Financial Position, or KFP as popularized by my mentor, Ellen Rohr. With the information gathered using the Express Lane Checklist, your Chart of Accounts, Income Statement, and Balance Sheet will all become current, concise, and customized. We will have frequent communication for clarification and customization.
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Phase 3

Get 'R' Done


What a great place to be! Its calm and peaceful here-- almost zen-like. Your financial systems are in place and running smoothly and we can have fun, informed conversations about where your business is at and where you want it to go.
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Ready to get started?