Bookkeeping + CFO Consulting

Specifically for online service providers and infoproduct businesses.

Most people hide from their finances...

…push it to the bottom of their to-do list, and then stress about it from January through April each year as they frantically try to file their taxes.

I’m here to say, it doesn’t have to be this way.

take control of your finances

You are an expert. Your time is valuable.

I’ll provide you with simple and effective financial strategies so you can work on your business, not in it.

Imagine…

All of my services are comprehensive, which means they include strategy, consulting, and implementation.
With 4+ years in the online business space, I bring extensive knowledge about the most effective ways to manage your incoming revenue and your outgoing expenses.

I know managing finances is not a very exciting topic for most people. But when your bookkeeping is optimized and you become familiar with your numbers, it is one of the greatest assets to your business (and your peace of mind).

Below are more detailed descriptions of my services.

Bookkeeping

Packages start at $500/mo,
pricing depends on the number of bank accounts and additional support required

All bookkeeping is done in Quickbooks Online

My Bookkeeping Packages Include : 

Additional services include:

CFO Consulting

Packages start at $300/mo, in addition to the cost of bookkeeping

Profit First inspired with custom implementation

CFO Consulting includes:

My CFO strategies are largely based on Profit First (I went through the certification in 2018). However, I always customize the system to fit the client’s needs depending on their unique business and goals.

 

Tax Time Support

Pricing is custom depending on your package

Done in support of you and your accountant

Tax Time support includes:

I do not file taxes for clients, however, this preparation work is a great addition to the bookkeeping and CFO work listed above to make tax time as easy and painless as possible.

 

Next Steps

All of my services include the skills and strategies I’ve acquired during 4+ years of working in the online business world.
I create custom packages for each client because each business is unique.

To ensure this is the right fit for both you and I, I’ve created an application process,
which begins with a free 30-minute Discovery Call.

You can schedule the call by clicking the “Get Started” button below and filling out the form.

I look forward to hearing from you and learning about your business!

Please Note: It is important that you fill out the application ASAP. 
Because of the time-intensive nature of bookkeeping, I only take on 1-2 new clients each month.
Oftentimes, there is cleanup work needed, and each day that passes adds on to that work.
So, let’s get started today so we can bring more ease into your financial life!

“I sold my business and if it were not for the work Emily did to keep my finances in order, I’m confident that would not have happened.”

Jennifer Grayeb

Data + Blog Expert

5/5

“Seeing my financial numbers and monthly reports from Emily has been so motivating. It’s helping me to set and achieve my business revenue goals.”

Jennifer Sobel

Bellydancer + Marketing Expert

5/5
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