Advisory Services
Bookkeeping & Financial Oversight
Accurate information. Better decisions. Strong foundations.
Bookkeeping is a core part of my advisory work. It provides the financial visibility needed to understand where you are and make confident, informed decisions.
Included within my advisory services:
- Ongoing bookkeeping and reconciliation
- Income and expense tracking
- Financial organization and clean-up
- Clear, decision-ready financial reports
This work lays the foundation for effective financial management, planning, and tax preparation.
Tax Preparation & Planning Support
Prepared, proactive, and connected to the bigger picture.
Tax preparation is fully integrated into my advisory approach, ensuring your financial information is accurate, organized, and aligned throughout the year—not just at tax time.
Included within my advisory services:
- Individual and business tax preparation
- Review of financial records for accuracy and consistency
- Guidance to support informed tax-related decisions
- Year-round readiness and planning support
My goal is to reduce surprises and help tax season feel manageable and predictable.
Financial Management & Life Insurance Guidance
Strategy, stability, and protection—working together.
Financial management goes beyond tracking numbers. I help you use your financial information to support stability, growth, and long-term security.
Included within my advisory services:
- Cash flow management and budgeting
- Financial oversight and reporting
- Planning and forecasting support
- Guidance for major financial decisions
- Life insurance education and guidance as part of a comprehensive financial strategy
Life insurance is addressed within the broader financial picture—helping you understand options, evaluate needs, and make informed decisions that support long-term protection and peace of mind.
Leadership Coach-Sulting Advisory
Clarity for leadership. Strategy for action.
Leadership is deeply connected to financial and organizational decisions. Through my coach-sulting approach, I blend leadership coaching with strategic guidance to support confident, effective leadership.
Included within my advisory services:
- Leadership development and executive coaching
- Strategic guidance for professionals and business owners
- Support during growth, transition, or increased responsibility
- Tools to strengthen communication, confidence, and decision-making
This work helps you lead with intention while staying aligned with your financial and personal goals.