Services

Practical Financial Support for Small Business Owners

Done With You or For You

At Excel With Me, we offer three core service areas designed to meet you where you are in your business journey. Whether you need a little help getting organized or you're ready to fully outsource your financial systems, we've got you covered—with calm, clarity, and confidence.

Accuracy

Balance

Integrity

Growth

Financial Consulting & Profit Planning

For the entrepreneur ready to create a proactive, profitable financial strategy.

It’s time to stop winging it and start planning for growth. We help you understand your numbers, set realistic goals, and build a system that puts profits first.

Options Include:

  • Build a custom budget and cash flow plan

  • Set monthly revenue & profit goals

  • Track spending habits and eliminate money drains

  • Implement simple systems that support your growth

  • Apply Profit First principles to protect your cash flow

Perfect For:

  • Business owners who want to make informed decisions and build a financial foundation that fuels sustainable growth.

Monthly Bookkeeping Services

For the busy business owner who’s ready to hand it off—with confidence. 

We take bookkeeping off your plate—so you can focus on what you do best. Each month, we keep your books clean, organized, and ready for decisions or tax time.

Learn More

Options Include:

  • Categorizing all income and expenses

  • Bank and credit card reconciliations

  • Monthly financial reports you’ll actually understand

  • Scheduled check in / review sessions

    Optional add-ons: invoicing, payroll support, and sales tax tracking

Perfect For:

  • Established or growing business owners who want accurate, up-to-date financials—without the stress.

QuickBooks Online Training & Support

For the DIY business owner who wants to stay hands-on—without the headaches.

You’re doing your own bookkeeping but need some expert guidance to make sure it’s done right. We help you understand the basics, avoid costly mistakes, and stay on track.

Options Include:

  • One-on-one QBO training sessions

  • Personalized chart of accounts setup

  • Support for categorizing transactions, bank feeds, and reconciliations

  • Accountability & check-ins to keep your books up to date

Perfect For:

  • Entrepreneurs who want to stay in control but just need a little guidance and support.

Turning Vision Into Reality

Your Financial Success Starts Here

Financial Clarity

Gain a clear understanding of your financial standing with our detailed reporting and financial analysis. We break down complex data into easy-to-understand insights, helping you make informed decisions and set realistic goals for your business.

Strategic Planning

We help you create a financial strategy that aligns with your business’s vision. From budgeting and forecasting to identifying growth opportunities, our team works with you to develop a clear path to financial success, supporting your goals every step of the way.

Tax Optimization

Maximize your business’s potential by ensuring your tax strategy is efficient and optimized. We work with your tax professional to minimize liabilities and keep your finances on track, ensuring you get the best possible tax outcomes.

Ongoing Support

Your financial needs don’t end with a one-time consultation. We provide ongoing support to ensure your financial operations continue to run smoothly. Whether you need regular bookkeeping, payroll management, or help with year-end filings, we’re here for the long haul, always ready to assist as your business grows.

Our Testimonial

What Our Clients Are Saying


"If you don't know your numbers, are confused, and sick of being on that cash flow rollercoaster...and you want a simple way to really know your numbers so you can get off that rollercoaster, then talk to Janet."

Nikki G

Need Help Deciding What’s Right for You?

Let’s have a quick, no-pressure chat to figure it out together.

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