top of page
Weight Lifting




You're starting to grow!
You have mastered the foundational steps of managing your money in business and are ready to start creating more structure around your business processes.
You are building momentum and are prepared to take on new challenges in your business. Focus on the areas that are weaker and you will be unstoppable!
Having someone there to help and hold you accountable will help free up your time to focus on growing your business. I recommend booking accounting services to create processes that work for you and keep you organized.
Untitled design (14).png


Untitled design (11).png
Keep a bank account strictly business
Keeping things separate will help you maximize your tax deductions and your savings.
Untitled design (10).png
Button up your books
You likely have a method of tracking money in and out, but you should be consistently updating them so you can make decisions based on up-to-date financial data.
Untitled design (12).png
Hire a pro to help you
You have the basics down, but hiring a professional can help position you to upgrade your processes and enable you to focus more on other aspects of your business.
MORE PHOTOS-0077.jpg


Shannon K. Weinstein, CPA
bottom of page