01.Bookkeeping Services
Services include transaction categorization, account reconciliation, Accounts Receivable, Accounts Payable, and Reporting.
02.QuickBooks Online Services
Services include best practice coaching, account set up and cleanup.
03.Process & Procedure Optimization
Services include analysis of existing and implementation of new processes and procedures.
04.Budgeting
Services include budget creation, goal measurement metrics, and financial projections.
Services
Our Intentional Approach
Business Operations
I have policies and procedures in place that support progress towards long-term goals.
Business Administration
I have a high-level plan in place that supports progress towards long-term goals.
Your Team
I invest in my team and they support progress towards long-term goals.
Running a business usually means one thing: trying to reach big goals with limited time, money, and energy. Staying clear on where your focus belongs keeps you moving forward without burning out.
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Take a look at the statements on the right and ask yourself:
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Which ones can you say with total confidence?
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Which ones leave you feeling drained?
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Which ones actually get you excited?
Too much focus in any single area can throw the entire operation out of alignment.
Consistent attention and maintenance to each area supports growth.
Work Life Integration
I have time for both work and life. I am able to be present in both work and life. I seamlessly transition between work and life.
Your Why
I have a clearly defined purpose and passion.
Continuity
I am building something that will continue to thrive without me and that I am proud to leave behind.
Success Stories
Real-world results from our strategic frameworks and executive advisory services.
"Thank you so much, Autumn, for all your help and guidance. I now realize how much money I've probably lost over the many years because I needed someone to guide and teach me how to track, reconcile, and effectively use the accounting program. I wish my accountants had clarified to me how important this was--and pointed out how much I might be losing. So thankful I finally did this--even after more than 15 years in my small business--I learned so much from you. Every single month of the past 2 years it's been clear to me how much you helped me with my business accounting. I'm so grateful. I know that at any hurdle or challenge, I will continue calling you up to help me figure it out.
For anyone who's thinking about working with Autumn: you won't find someone who's kinder, more committed to helping you find the best path and also curious and excited about the work, willing to research if she doesn't know and find the best answers and best options, because she loves what she does. It's always a pleasure and so gratifying to work with Autumn."
Owner, Private Healthcare Clinic
"I was at the point in my small business where I was wearing all the hats. Challenge after challenge was turning into problem after problem and I felt like the walls were collapsing as I was building them. I brought Autumn in to manage the financial side of my business; to do a deep dive into data collection and focused job costing. I couldn’t be more grateful for her focused and encouraging strategy to get to the bottom of the issues and to turn them around. She has helped to make business ownership exciting again."
Owner, General Contracting and Design