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This book is an insightful overview into the meanings of financial numbers, ratios, and concepts while not really diving too deep into the depths of accounting
If you don’t feel like reading it, it’s ok. I did and I am happy to go over the basics with you.
Like the joy of cooking… but maybe not quite as fun. Although not the most interesting topic, this is a
This book is a great accounting 101 for those who want to understand the language and gain a little more insight into what your reports can tell you.
PODCASTS
By far my favorite financial podcast. Hannah is easy to listen to and breaks down tax updates, knowledge, and strategy in an easy to swallow bits. Most episodes are under 30 minutes, ending before you get too overwhlemed.
She recently did a series breaking down the BBB and how it affects small businesses.
If you don’t feel like reading it, it’s ok. I did and I am happy to go over the basics with you.
ANNIE@THEWILDBALANCE.COM
WILLISTON, VERMONT
Your numbers tell a story.
Do you know what they’re saying?
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 and 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..
For businesses that need more hands-on support, I also offer additional services that are 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 costing & budget management
BUSINESS services
Coaching & Consulting
Let’s dive deeper. What’s the plan?
I offer personalized consulting to 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 provide guidance in money strategy, process optimization, and growth planning shaped around the way your business works and where you want it to go.
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 and 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..
What are your expenses? Where does your money go each month? They’re your dollars and every single one of them is important.
Small but mighty business? Let’s talk. Most challenges boil down to time or money — I’ll help you figure out the next steps so you can spend both wisely.
estimated quarterly Federal & state income tax filing
weekly, biweekly or monthly payroll
analysis of current business functions - business deep dive
Are you and your bank on the same page? Any suspicious charges, forgotten recurring subscriptions or big cost jumps? Let’s find them.
RECONCILE
REPORTS
Prepared statements sent directly to your inbox.
For businesses that need more hands-on support, I also offer additional services that are 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 costing & budget management
BUSINESS services
Sales tax filing
AR / AP management
Basic bookkeeping keeps the books up to date, accurate and saves a lot of time come tax time. Adding additianl financial management tasks, such as sales tax filing or A/R and A/P takes it a step further— it shifts from simply recording transactions to actively managing cash flow. It’s the difference between knowing what already happened and making sure money moves in and out at the right times to keep projects running smoothly.
I take the stress out of bookkeeping so you can focus on what you do best. From expense tracking and reconciliations to clear financial reports, I’ll keep your numbers organized and up to date.
Whether you’re behind and need a cleanup, or you’re looking for steady monthly support, I’ll meet you where you’re at and create a system that actually works for your business. With accurate records and real clarity around cash flow, you’ll feel confident making decisions and planning ahead.
Think of it as handing off the numbers so you can get back to growing your business (and maybe even enjoy it a little more).
Are you and your bank on the same page? Any suspicious charges, forgotten recurring subscriptions or big cost jumps? Let’s find them.
RECONCILE
REPORTS
Need help breaking them down or a sounding board for cost-cutting or growth dreams? Happy to chat.
Coaching & Consulting
Let’s dive deeper. What’s the plan?
I offer personalized consulting to 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 provide guidance in money strategy, process optimization, and growth planning shaped around the way your business works and where you want it to go.
Clarity and strategy — helping you see the big picture, not just the numbers. I use a simple question framework to guide our work together:
Where is your money coming from?
What’s working? Which revenue streams are most profitable? Where is the growth potential?Where is your money going?
Are expenses aligned with your goals? Where can we cut, save, or reinvest?What’s the plan?
How do we keep cash flow healthy, build savings, and prepare for what’s next in your business?
Consulting