Strategic Digital Bookkeeping + CFO-Level Insight to Support Confident, Informed Decisions
As your strategic financial partner who understands business ownership firsthand, we lay the foundation for streamlined accounting, maintain the records for accuracy, and interpret the numbers, so you gain the financial clarity to make smarter decisions for sustainable growth.
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Improved Cash Flow
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Visibility Into Profitability
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KPIs That Actually Guide Decisions
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Strategy for Long-Term Growth
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Our Role: To make sure you always know where your money is going, what's working, and what needs attention.
Let's Take Your Business To The Next Level
Our proven three-step methodology takes your business to the next level
Set the Foundation
If you want to increase your cash flow and the bottom line, we need to first set your foundation. We review and diagnose your data. Clean up and catch up with your books to provide you with up-to-date data and financial reporting.
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Procedures & Workflows
Now that we have your foundation and reporting in place, we implement procedures and streamline workflows to ensure you are getting the best data possible. Giving you clarity on the performance of your business.
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CFO-Level Consulting
We focus on the metrics that actually matter -- pointing out what's working and what's draining resources. Identification of growth opportunities. Provide strategic guidance to help move your business forward.
What Our Clients Say
"I am so grateful to have found Vicki. I changed my business structure from an LLC to an S-Corp. She set me up on QuickBooks Online + payroll. She was supportive each step of the way, consistently going above and beyond. She is unerringly patient with my (many) questions. Vicki has saved me hours of frustration and confusion."
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Chelsea S.
Compass Evaluation + Consulting LLC
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"Vicki has been a game-changer for our small consulting firm's success. Vicki possesses technical skills and knowledge in all aspects of bookkeeping, QuickBooks Online, and payroll. Vicki is a joy to
work with, communicates clearly, and always goes the extra mile. Adding Vicki to your team is one of the smartest moves you can make!"
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Kathleen D.
Intention 2 Impact Inc.
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"When I was ready to move my accounting to the cloud, I knew who to call. Vicki tailored QBO to fit my design business. I love that I now have access to my finances anytime, anywhere. To keep me on track, we do quarterly reviews which makes me focus on my business performance and where we need to make improvements."
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Thomas A.
209 Design Shop
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SAVVY8
Strategic Digital Bookkeeping + CFO Consulting
Understand The Numbers. Own Your Growth.
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