Financial Audit

Are your finances operating at the level you need them to be to thrive?

Is your bookkeeping set up for success?

Knowing (and understanding) your numbers is an essential part of your business, especially if you want to thrive and scale. We’re here to help you trade the stress and worry to confidence and clarity around your numbers!

In just 15 minutes, you’ll know if your finances are in order!

You have a bookkeeper or you’re doing your books yourself, but you’re still confused and want to make sure you understand and know what you’re looking at when you open up your Profit & Loss and Balance Sheet!

In this quick call, we will…

  • Walk through your financial process (collecting payments, paying your team, etc)

  • Review your P&L, Balance Sheet, and Bookkeeping process

  • Give you confidence moving forward that your books are where they need to be.

    • And if not, we’ll point you in the right direction.

  • Give you a rating of your business’s financial health on a scale of 1 to 10 along with out top 3 things we would do to improve today!

What our clients are saying…

  • Lauren, Brand Good Time

    "I'm honestly SO much less stressed (since working with LoriAnn). I spend less time in my books which I think is a huge factor - not the DOING but less BEING in there and stressing about every little thing.

    I absolutely (recommend working with LoriAnn), because of the quick communication and honesty and attention to detail." 

  • Natalie, Caruso Creative

    "Since working with LoriAnn there has been so much less stress on the financial end of my business! I feel very organized and confident how things are now running that I am able to focus on what I really love.

    I feel like the biggest win has been adding back hours of my personal time, also having a clear overall picture of how things are going! I know what areas are best to focus on and what I need to prioritize. The only hesitation I have in outsourcing was the financial investment-but it has been SO worth it!"

  • Gabby, OM Therapy

    "Coming out of my last experience with a bookkeeper, I felt tremendous anxiety about numbers, finances and how to organize all of that. I didn't have any idea how to manage what I was making, or how the flow worked from month to month.

    After working together, I have so much more confidence and understanding about the financial side of my business. I feel confident in how my money flows and I don't feel any anxiety around expenses anymore, or what I need to do to keep the flow going."

  • Anna, Anna Grace Photography

    "Working with LoriAnn I always know that I have a professional in my court, helping me along the way. Each month I have LoriAnn's guidance in knowing that I am doing things either correctly or totally wrong - and she helps me know that. (She also) connected me to an accountant who specializes in small business - and works alongside her, they're a dream team."

  • Alicia, Alicia Petitti Photography

    “You guys are amazing!! Really can’t say enough, the best of the best!!! Always doing little things to make the experience better and better. You guys are soooo good at what you do! I recommend you to everyone looking for a good bookkeeper!! Thank you, THANK YOU!”

  • Victoria, Brandwell Designs

    "I have a ways to go and probably a ton more questions to ask, but overall, I love getting a report each month with a breakdown of my numbers and seeing what our most profitable package is. It gives me hope to plan for some exciting additions in the future.

    As far as a positive life change, I love knowing that someone is looking over the numbers and it doesn't all fall on me."

In just 15 minutes you’ll have more clarity and confidence around the status of your finances, with a clear direction on how to move forward. We know how scary finances can be and are here to take that fear away! Talk to you soon 😘

Are you ready to do this??