My goal is to help my clients capture and track the metrics they need to succeed
My Process
Initial Consult
This free 30-minute session is to get to know you and your business a little bit better, to understand what types of services you’re looking for and to see whether I could be a good fit. This is not a sales call, but rather an honest discussion around your accounting needs. You can schedule your free consult here.
Diagnostic Evaluation
If you’d like to move forward after the initial consult the next step is to schedule a one-hour, paid diagnostic evaluation. During this session we’ll do a deep dive into the details of your business, your existing financials, and any specific areas you’d like help with.
Proposal
I’ll use what we discuss in the diagnostic evaluation to create a proposal for working together. I operate on a fixed pricing model which means I charge a flat rate every month. This proposal will include a few options so you can choose the level of support, and price, that you’d like.
Onboarding
Once you’ve selected a plan, I’ll get you officially onboarded as a client, welcome! During this initial period I’ll build out systems, organize your financials, and discuss timing and expectations. Then your finances will be a well-oiled machine you never have to worry about.
Sit back, relax, and I’ll handle the rest
I have the experience, industry knowledge, and technical expertise your business needs. I’ll address challenges and uncover opportunities with you as we protect and enhance your finances. If you ever have any questions, I am here to help guide you along the way with ease.
We’ll work together to meet your goals
Getting started can feel overwhelming but I will show you all the tools and advice you’ll need to learn how to manage your finances in-between our check-ins. My goal is to make sure you feel confident about what you're doing, so we can work together to reach your goals.
“I’ve been wanting to start my own business but I was scared to make the final leap. Finances just aren’t my thing. Alyssa has shown me how to manage my money properly, document everything, and now I’m ready to face tax season. ”
—Alex M. (MLLR Creative)
“This will be my first time doing taxes as a small business owner. Alyssa is so accommodating and informative! She gave me advice on how to track expenses in the future; She also helped me prepare all my documents properly so I can file my taxes this year! I'm so thankful for her services!”
—Sophie S. (Undertones)
“Alyssa has truly changed the way I have been able to manage my personal and business finances. In 2017, I casually started my own business and had no idea how to track any of my expenses or income. Alyssa was able to get me sorted on Quickbooks and walked me through the entire process so that I could get to a point of maintaining things. With her help, I was able to properly account for my expenses and report my income. Taxes were a breeze!”
—Theresa B. (QFF)
Try a free 30-minute consultation and see if it’s right for you.
There’s no commitment, pressure, or obligation.
I want to help you reach your financial goals with ease.