Our Services

Sustainability Planning

 

People. Planet. Profits. And alphabet soup of standards, frameworks, disclosures, filings, capital risks and strategic opportunities. Let us do your initial carbon accounting and materiality assessments.

Get a baseline of your emissions data, so you can work toward Science Based Targets. You gotta measure to manage!

Once you know your Scope 1, 2 and 3 emissions, we can handle materiality assessments and sustainability planning for your science based targets.

Strategic Planning

 

How do you keep your business from being bottlenecked at you? How do you grow without selling your soul?

For businesses that started organically, it is common for the business to be thriving at the high price of all your time. Commonly, small business owners get to the end of period and don’t have any reserves on hand. You know you made money, but where did it all go?

You are in this to make money, yeah? Don’t let a lack of strategy keep you in the week-to-week scramble. Using our partnership with LivePlan you can bridge the information gap between financial forecasts and actual performance. If you need help just getting to the foot of the bridge, we can do that too, love. Don’t worry. You’re closing in on it.

Full Vision Accounting

 

Concierge level small business accounting.

We start with 2 years of clean accounting records and complete with 2 years of benchmark based financial projections to monitor ongoing performance against your goals over time, in real time.

  • Sorting, recording & reporting of past transactions through Xero cloud based accounting

  • Professional scale full financial forecasting through partnership with LivePlan

  • Financial reporting with integrated data from both sides to bridge the info gap between where you’ve been and where you’re going

Don’t get caught in the cash crunches that will make you make bad business decisions. Do your accounting and plan for your future. It won’t hurt! Your gains will surpass the cost of doing it right.

Start Up Support & Fractional CFO

 

You have big dreams, but where to start? What business entity type should you use? What accounting software? How do you set your prices? How much will it all cost? How do you pay yourself?

It is super common for small business owners to be masters of their craft but completely ill-equipped for the rigors of business operations. We can help you navigate the path from business formation, and goal setting all the way through record keeping and tax strategy. Where we can’t help directly, there is tons of self service guidance on my Patreon.