Caroline Thompson
Founder
Caroline Thompson is a strategist and partner who cares just as much about the person behind the business as the business itself.
She has more than a decade of corporate finance and controllership experience, and is particularly skilled in building strategies, streamlining processes, and providing clarity to business finances.
Our Process
1
Discovery
We will meet to review your discovery questionnaire, determine the right package of services for you, and walk through initial data access.
2
Organization & Flow
I will start or take over a QuickBooks file and set up workflows based on your business needs. This is also when we will clean existing books, set goals, define metrics, and build budgets.
3
Ongoing Support
I will close the books each month and reconcile accounts, providing financial reporting. We will connect at a cadence that works best for your business to review financials, KPIs and budgets for higher-tier services, and and build strategies for the future.