Business & Financial Services in Sammamish

What We Offer

This service is built for business owners who want more than just bookkeeping. We offer:

• Profit and loss review sessions
• Cash flow analysis
• Expense optimization audits
• Break-even and pricing strategy support
• Forecasting for seasonal businesses
• Financial health checkups ahead of tax season
• 1-on-1 calls to answer questions about your books

These are real conversations based on your goals, not a one-size-fits-all approach.

Who This Is For

We work with business owners who:

• Don't feel confident reading their profit & loss statements
• Are preparing to expand or make hiring decisions
• Need help understanding how to price their services
• Have fallen behind and need a reset
• Want to plan out tax liabilities or save more intentionally

What You Can Expect

We start with a financial overview — based on your current bookkeeping data — and help uncover areas where you might be overspending, undercharging, or not tracking effectively.

From there, we schedule review calls and provide simple, focused reports to help you make confident financial decisions.

This is not CFO-level consulting with huge retainers. It's practical, localized support for business owners who want to be more informed and less stressed about their money.

Why This Matters

Most small business owners aren't trained in finance. But decisions around hiring, equipment, taxes, or pricing all depend on knowing your numbers. We fill that gap — clearly and locally.

We've helped Sammamish-based owners rethink their service pricing, restructure budgets, and get aligned before working with CPAs or lenders. When your books are accurate and your decisions are intentional, you move forward faster.

FAQ

Do I need to be a bookkeeping client to use this service?
No — though many clients use both. We can work with your existing financial records and tools.

Is this a one-time consult or recurring support?
Either. Some clients schedule quarterly check-ins, others book one-time reviews before tax deadlines or major business decisions.

Will I get documents or just a conversation?
You'll get summary reports or visuals after each session if requested — including P&L snapshots, forecasting models, or pricing templates.

Can you help with loan readiness or funding prep?
Yes — we can help you prepare clean financial reports and narratives for local lenders or grant programs.