You deserve clarity & confidence in the numbers along with financial insights to grow your organization.

What Sets Us Apart

  • Benefit from Experience

    Pick our brains - ask questions, unload any worries that keep you up at night, share what Holy Spirit is speaking to you. Tap into our extensive business knowledge - accounting, banking, property management, real estate investing, HR, marketing - we’ve been navigating the business world from a believers perspective for over 23 years. What works in a post-pandemic world and what doesn’t - it’s a confusing world out there - let’s chat how your organization can best thrive in it to accomplish the mission God has placed on your heart.

  • Understand the Story the Numbers Tell

    You should be able to interpret the numbers on the reports - reports that might not make any sense to you at the moment. You need the bottom line info about how your organization is doing month over month so you can make wise decisions. You desire to be an excellent steward of the monies entrusted to you. We get that - let us teach you how to really understand the numbers and best utilize the data in your decision making!

  • Custom Services to Suit Your Needs

    Your organization is unique - it’s your passion, it’s your calling - it’s a HUGE part of your life! And it’s One-of-a-kind!
    Your bookkeeping needs are unique as well - you need a customized system that works with how YOUR brain thinks - from beginning to end - put together perfectly for you. We work WITH you to create a full finance function system for the organization that works with HOW you think.

  • Connect with Us

    Need to chat? Quick question about anything finance (money) related? Strategy meeting to confirm or decline an opportunity? Seeking wise counsel about a divine download you received? Confidence booster conversation cuz “imposter syndrome” is hitting you hard? Reach out!!! We are an intentionally DELIGHTFULLY TINY TEAM of kingdom-driven professionals that really want to see you accomplish the mission God has placed on your heart!

 

Bookkeeping Service Packages

Not enough time in your day, week, month to keep up on the finance function needs of your business? Want to spend your time on what you do best instead of on maintaining the money records of your business? Want someone to double check the payroll numbers? Need a specialized report or financial insights that “speaks to what you need” to keep things running profitably? We offer customized professional bookkeeping packages based on the unique needs of your Association or business. Contact us today for a chat.

Our Services

Debt Freedom Coaching Services

Debt is super stressful! Debt can kill a business in the blink of an eye! Debt can cripple your household, keep you up at night, and hold you hostage from enjoying life & financial freedom.
You CAN get debt under control - FINALLY. It really is possible - but you need a realistic PLAN that works WITH your lifestyle and goals. You need a way to “test” out a decision BEFORE you make it to see the impact it will have on your finances it’s called “futurecasting”. WizeFi plus the Debt Freedom Course is your dream come true! It works WITH your brain, WITH your money mindset, WITH your money story. It’s actually DOable and easy to follow. It will CHANGE your life!!! Contact us today to FINALLY get on the road to DEBT FREEDOM and FINANCIAL FREEDOM.

 

Data Clean Up & Catch Up Services

Months (or years) behind on the bookkeeping? Wondering if the numbers being submitted on your tax return are correct - if you are maximizing your expenses and deductions to minimize taxes due? Nagging feeling in your bones that the numbers that you are seeing in your books are NOT correct, but you’re unsure how to fix things? Have a transaction that has you stumped on how to best post it in Xero?

We can help! Let us take a look “under the hood” - review the data for missing or misaligned numbers, check that Xero is set up for your unique business to maximize tax time, give you a full report of what we found and a plan to fix things - total peace of mind that your business numbers are on point! Contact us today to get the ball rolling on this!

 

Accounting Software & App Set Up Services

Your business is unique - just like you! Let us handle the specialized set up, data mapping, and integration connections of the accounting software & apps you need to run things smoothly and seamlessly. Customized, private training packages available to suit your specific needs. Contact us for more information.

Consulting Services

Wouldn’t it be GREAT to have a finance professional handy when you want to chat about an “issue” that’s bothering you about your finances - someone to chat with about a big decision you need to make, someone to confirm your thoughts, provide financial insights and give you peace of mind about your next business move? You can HAVE this!! Contact us today for more information about the consulting options available for businesses and Associations.

 

Resources

We want you to succeed and see continual profit in your business.

 
 
 

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