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On a mission to empower business owners through financial clarity
Whether it’s monthly bookkeeping, financial systems support, or guidance on cash flow and planning, my goal is to give you confidence in your numbers so you can focus on the work you do best. I help small business owners keep their finances organized, clear, and ready for what’s next.
MONTHLY BOOKKEEPING
Need help getting organized?
Done-for-you catch up, clean up and monthly services
FINANCIAL SUPPORT SERVICES
Need to save more time?
Fractional financial administration
COACHING AND CONSULTING
What’s the plan? Let’s talk about it.
Your numbers tell a story.
Do you know what they’re saying?
Free yourself from overwhelm and move forward with confidence
BOOKKEEPING
Knowing where your money stands is key to understanding the health of your business so you can learn from the past, stay tax-ready, and confidently plan for what’s ahead. Monthly bookkeeping keeps your accounts accurate, expenses organized, and reports up to date to guide your next move.
Bookkeeping services can also include software setup, cleanups, and catch-ups. I tailor the process to fit you and your business, meeting you where you are and helping you get where you want to go.
BUSINESS services
For businesses that need more hands-on support, additional services customized separately based on the size and complexity of your business. These add-on services give you back time so you can focus on the work you love and keep your business moving forward.
Sales Tax Filing
Financial systems set up & support
A/R management (invoicing & collections)
A/P management (bills & payments)
Project budget management
Coaching & Consulting
Let’s dive deeper. What’s the plan?
Personalized consulting educate and empower entrepreneurs with a clear understanding of what their numbers are telling them. Together, we’ll walk through the reports, streamline systems, improve profitability, and create a plan that aligns your finances with your goals.
Whether you’re launching, scaling, or figuring out what the next step is, I will provide guidance in money strategy, process optimization, and growth planning shaped around the way your business works and where you want it to go.
Time is your most valuable asset
And when your finances are organized, you can spend time on what really matters;
YOUR CRAFT
YOUR CLIENTS
YOUR GROWTH
I’ll balance the books while you balance the rest.
With many years in entrepreneurship (and plenty of grey hairs to show for it), I understand the rollercoaster of running a small business and how emotional sitting down with your numbers can be. Money talk can often feel stressful and overwhelming, especially when you’re focused on growing your big idea.
My mission is to empower small business owners with financial clarity and open conversation, giving you a clear picture of your financial health along with practical strategies and peace of mind.
Also I’m a nerd, love math puzzles and have been drawn to an entrepreneurial path since I was in elementary school. I would be extremely honored to support your creative vision and your passionate work by providing clear, easy to read numbers.
We’ll start with a 15-minute Clarity Call to walk through your business needs. From there, we’ll figure out the best next steps together.
If the available booking times don’t work for you, use the contact form below
or email me at Annie@thewildbalance.com, and we’ll make it happen.
