Strategic Support Services
Keeping the books in order is just the beginning. To thrive, your business needs actionable insights and a clear strategy.
That’s where my strategic support services come in. I don’t just track your finances — I help you make sense of them, giving you the tools to make confident decisions and achieve your goals.
Turn Your Financial Data Into Actionable Insights
What’s Included in Strategic Support Services?
Strategic Support services are designed to complement an existing bookkeeping package by providing high-value insights and analysis.
These services are uniquely tailored to Selfcare Providers who want to make informed, strategic decisions based on accurate financial data. We’ll discuss your specific needs on your free discovery call, but an overview of my Strategic Support packages is below.
Essential Support
For business owners seeking clarity and foundational insights. This package is ideal for Solopreneurs who want regular financial oversight without a deep dive into strategy.
Cash Flow Summary: key inflows and outflows
Basic Income & Expense Review: simple analysis of your earnings and spending
Goal Setting: identify areas for improvement and assist with defining actionable goals
Quarterly Check-In: a 60-minute virtual meeting to discuss financial performance and immediate concerns
Starts at $195/month
Growth Support
For businesses ready to optimize and grow. This package is ideal for business owners looking to increase efficiency and scale profitably. It includes Reporting and Analysis from Essential PLUS:
Budget Review: analysis of income & expense trends (requires QBO Plus or Advanced subscription level)
Profitability Analysis: identifying high-performing services/products
Quarterly Strategic Planning: a 90-minute virtual meeting to discuss financial performance and work on goal-setting & action steps.
Enhanced Email Support: for financial questions between check-in sessions
Starts at $285/month
Comprehensive Support
For entrepreneurs seeking ongoing, in-depth financial partnership. This package is ideal for established businesses needing consistent, hands-on guidance. It includes Reporting and Analysis from Essential & Growth PLUS:
Custom Financial Reports: tailored to track specific Key Performance Indicators (KPIs)
Advanced Cash Flow Forecasting: includes scenario planning
Monthly Strategy Sessions: in-depth 60-minute virtual meeting to review progress and refine plans
Starts at $565/month
As both the sole owner of Boomtown and the co-owner of a yoga studio, I understand the balancing act of managing day-to-day operations while pursuing your passion.
Like you, I’ve faced the challenges of running a business and the pressure of making smart financial decisions in limited time. That’s why my strategic support services are designed specifically for YOU — to help you make sense of your numbers and use them to drive meaningful progress.
Think of me as your financial partner, here to provide clarity and confidence so you can focus on what you love most — serving your clients and growing your business. Together, we’ll turn your financial data into actionable strategies that align with your goals.
Why Choose Me?
Client Success Stories:
