I love making sense of where your money goes. A P&L YOU understand to assist in optimizing your business & personal life is important to me. I'm proficient in Quickbooks Online. Timely & regular service, communication, care, liaison with your team of professionals (CPA, Financial Advisor, etc), working with budgets for you to reach your goals as well as working with money, aging & transition are all things I care deeply about. And I care about you, your business & approaching your money journey with practicality. I do not have a website any longer. I do 1st time meetings by phone appointment and the 2nd meeting in person. A bonus is at the end of the year you are pretty much ready to go with your income tax tasks. PS Gusto is the greatest payroll service ever. - Liz Wise