Strong financial management is the backbone of any well-run business. However, once the finances are sorted, there is still plenty to grapple with: your customers, marketing, newsletters, social media, website, advertising, growing the business … and the list goes on! This is the challenge that most small business owners face — having to suddenly become an expert in everything, or at least knowing what and when to outsource.

More Than Just The Finances

My point of difference is that I can assist my clients with much more than just “The Books”. I will look at the business holistically and suggest ways to streamline and improve the work flow. With many years of practical experience across finance, marketing, HR and database management, I am able to advise on other key areas (often intertwined with the finances) that are crucial to small business success. I can assist clients to integrate systems where possible, so they can more confidently and efficiently manage their business operations. I thrive on supporting my clients with a work smarter, not harder philosophy, and in the end, create more space and time for other areas of the business requiring their attention.

Expanding Your Small Business Skill Set

  • Budgets, Forecasts and Financial Analysis (Excel)
  • Customer databases (CRMs)
  • Email marketing (e.g., Constant Contact, MailChimp)
  • List management and integration
  • Website maintenance
  • Timesheet & expense management software
  • Human Resources

I love teaching my clients new skills and seeing their confidence and satisfaction grow as their businesses run more efficiently. If that sounds attractive to you, let’s have a chat!