Small Businesses
Entrepreneurs are the innovators and dreamers who bring new ideas to life, but let’s be real—handling finances and securing funding isn’t always as exciting as running your business. That’s where I come in! With 4 years of experience working with Community Development Financial Institutions (CDFIs), I’ve helped tons of entrepreneurs like you get the funding they need to turn their visions into reality.
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I’m here to make your financial journey smoother, with services that cover everything from bookkeeping and QuickBooks training to getting your business documents in order and prepping you to pitch for funding. Together, we’ll keep your business running like a well-oiled machine and set you up for funding success. Ready to take your business to the next level? Let’s make it happen!
biz services.
BizBalance Coaching is your solution for business and personal financial harmony. Whether you’re an entrepreneur or a small business owner, this coaching program is designed to help you align your business and personal finances, ensuring a smooth flow between both worlds.
What to expect:
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Tailored guidance to keep your business and personal finances in sync.
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Clear plans to streamline your cash flow, tax planning, and more.
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Monthly check-ins to monitor progress and make adjustments as needed.
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As an add-on, enjoy the added benefit of monthly bookkeeping services to keep your financial records organized and up to date.
BizBalance Coaching
Business Boost to Funding is your 6-month journey to preparing your business for growth and securing funding. This bootcamp combines essential bookkeeping training with expert guidance to get your business organized and ready to pitch for loans.
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What to expect:
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6 Months of active bookkeeping and QuickBooks training.
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Document Organization: We’ll help you get your business documents in order for smooth operations and funding applications.
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Financial Projections: Prepare clear and realistic projections to show potential investors or lenders.
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Pitch Prep & CDFI Introduction: Get your business funding-ready with guidance on pitching and connections to Community Development Financial Institutions (CDFIs) for loan opportunities.
BizFunding Bootcamp
