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SERVICES

Streamlined, proactive financial services designed for small businesses and private practices.

At Sea of Wealth Financial, I offer a range of financial services designed to streamline your operations and help your business thrive. Whether it's full-cycle accounting, cash flow management, or financial forecasting, I provide customized solutions that meet your specific needs.

Financial Solutions That Let You Focus on What Matters

Financial Planning & Strategy

Plan for growth with confidence.

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  • Cash Flow Forecasting

  • Budget creation & financial goal-setting

  • Scenario planning & Investment analysis

Bookkeeping & Full-Cycle Accounting

Keep your finances ogranized and accurate.

  • Transaction recording & reconciliations

  • Payroll processing & accounts payable/receivable

  • Financial statements & tax-ready reports

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  • Medical billing & insurance claims management

Cost & Profitability Analysis

Understand where your money is going and maximize profits.

  • Expense tracking & cost control

  • Profit margin analysis & pricing strategy

  • Budgeting & cost-saving recommendations

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Custom Financial Consulting

Need something specific? Let's tailor a solution.

  • One-time financial cleanups & audits

  • Software setup & process improvements

  • Financial coaching & guidance

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Time is Money,

and I'm here to help you save both. 

By implementing process optimization and automation, I streamline your financial systems, like billing, reporting, and reconciliation. I have experience with various platforms, including QuickBooks, Salesforce, and TheraNest, to ensure your systems run smoothly and efficiently.

Examples of Tools I Use:

  • Salesforce | Expertise in managing customer data and integrating CRM with financial operations.

  • QuickBooks Online | Comprehensive accounting and financial management.

  • Intacct | Cloud-based solution for automating financial workflows.

  • TheraNest | Specifically for therapy practices to automate billing and reporting.

  • Expensify | Simplifying expense management by automating reporting and approvals.

Not Seeing Your System Listed?

If you’re using a different CRM or financial management tool not mentioned above, don’t worry! I have experience with a wide variety of platforms and can work with you to integrate your system into your financial operations. We’ll discuss your current setup during the consultation and tailor a solution that fits your business needs.

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