QuickBooks Online Accounting & Business Coaching
for Self-Employed Professionals
I help business owners use proven strategies for improving profits and cash flow.
Learn how to scale your business using more technology and less of your time.
WHILE REDUCING WORKLOAD AND STRESS.
Offering QuickBooks Online (QBO) accounting, QBO training, income tax preparation, business coaching, and Ontraport sales and marketing solutions to self-employed professionals.
I can help you set up, clean up, and maintain your QBO accounting system so it provides you with clarity to see where your business and cash flow are, so you can make better financial and strategic decisions…all in a virtual environment. Meetings are held either via Zoom or telephone.
From there, I help align you and your business to become more efficient and profitable and gain stability with your cash flow, so you can focus on what you do best and what matters most to you.
PRIMARY INDUSTRIES SERVICED:
Intro to Personal Cash Flow Course
Learn the simple steps to building your personal cash flow roadmap in this six-week coaching program.
During the training we cover:
- Building Your Personalized Budget
- Saving More of Your Hard-earned Dough
- How to get out of Debt
- Life Insurance
- Create a Retirement Savings Plan
- Your Legacy
- Creating Buckets of Money
- Stopping Self-Sabotage
Intro to Steady Profits & Consistent Cash Flow Course
Learn the simple steps to building your BUSINESS profit & cash flow roadmap in this introductory & interactive course.
Your roadmap to profitability and greater feelings of confidence and financial stability starts now!
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Ready to have your QuickBooks Online current AND easy to understand?
Schedule your free discovery call today to learn how I can help you and your business thrive.
Work Hours: I work Monday-Friday from 1p-6p PST. I read & reply to emails during the workday and strive to respond within 24 hours. If your message requires an immediate response before then, it’s best to give me a call.
I balance my time between my two passions, helping business owners with their QuickBooks Online accounting and tax needs at Summer Morris CPA and helping women optimize their health and lose weight at Summer Morris Coaching.
You can learn more about my health and weight loss coaching services for women over 40 at summermorris.com.