By helping entrepreneurs overcome obstacles with their financial processes, I help fill the gap between running a business and growing a business. My focus is helping small businesses create structure and apply efficient systems to improve profitability.
Now, more than ever, there are so many opportunities for people to start a small business, and I love the movement of people moving from feeling stuck in their traditional jobs to seeing opportunities where they can be their boss and serve others. That serves my inspiration, most of all my motivation to start my business. I am so excited for the future and continue to push the limits with what I can offer my clients. Everyone who takes this path deserves a trusted advisor to guide them and grow with them through properly managing their financials.
I provide accounting, bookkeeping, and tax services to small business clients as well as training and advisory services. I am located in Oakland, Iowa. I serve clients in rural Pottawattamie County, IA, the Omaha, Nebraska metro area and nationwide. I adore my local clients and am also honored to be able to serve small business owners across the US.
I started my business in 2019 to have the opportunity to help many small businesses vs one company as traditional employment would offer. I am passionate about encouraging people to start that business they’ve always wanted to. When they’ve got a numbers nerd like myself on their side, I can help business owners make strategic decisions that build successful businesses.
What is the Purpose of This Loan?
One of the most rewarding things about being a business owner is creating jobs for others. The loan would help ensure my current team is taken care of as well as give us the opportunity for expansion and fulfill our plan to add a team member later this year.
The loan would assist in the development of new service offerings. These services include online courses, training, advisory, resources, etc. that will help us expand our reach and serve more small businesses.