Helping Small Business Owners Understand Their Numbers and
Make Better Business Decisions
Practical bookkeeping, QuickBooks training, consulting, and operational support tailored to the realities of running a small business.
How I Work With You
You've worked hard to get this far. Now, let’s go further! In our work together I will help you tailor a plan to meet your goals.
Inventory Management & Operational Systems
Support for inventory, POS systems, workflows, and operational processes to help improve visibility, organization, and day-to-day efficiency.
QuickBooks Training & Support
Practical QuickBooks setup, training, and support that helps you better understand your numbers and feel more confident managing your business finances.
Consulting & Business Planning
Strategic guidance and financial planning support designed to help you make informed business decisions and build a more sustainable future.
Ongoing Bookkeeping Support
Reliable bookkeeping and financial organization services that help keep your records current, accurate, and easier to understand.
Book Cleanup Services
Cleanup and reconciliation support for businesses that have fallen behind or need help organizing messy or confusing financial records.
I start by understanding how your business actually works, not just what the reports say.
From there, we work together to identify what’s not working, build systems that support your day-to-day operations, and create a plan you can realistically maintain.
This isn’t about overwhelming you with reports. It’s about helping you understand what matters and what to do next.
I believe that our work together will give you the understanding that you need about your current business so that you will be able to make informed decisions about the future of your business.
Who I Work Best With
Small business owners ready to understand and grow their business.
Startups building a strong financial foundation from the beginning.
Service-based businesses managing clients, project, and cash flow.
Inventory-based businesses needing clear, accurate financials.
No matter your industry, if you want clarity and confidence in your numbers, I'm here to help.
How We Work Together
1
Listen
We start by understanding your business, your goals, and your challenges.
2
Assess
We review your numbers, systems, and processes to identify what’s not working.
3
Build Solutions
We create practical improvements and a plan that fits your business and goals.
4
Support
We provide ongoing guidance and support as your business grows and evolves.
Client Reviews
I’ve worked with Teri for 15+ years and still happy! She helped me set-up my business records in Quickbooks, does an annual meeting with me to get things ready for my accountant, and does super responsive troubleshooting throughout the year. She has great patience and a down-to-earth style. She guides me through so I learn and also happy to take over when that’s what will make me happy. Bonus is she is quite affordable.
Karen Litzinger
Teri’s expertise shines through in her ability to effectively communicate and resolve any issues related to QuickBooks for our company. I would highly recommend Teri.
Lori Miller
Teri is great to work with, very knowledgeable and exceeds all our expectations!