Phloem Consulting
Accounting, bookkeeping, and business analysis for small businesses that want clean books and clear decisions.
Based in Colorado. Remote-friendly.
What you get
- Accurate monthly close and reconciliations
- Financials you can trust (and actually use)
- Insights on cash flow, profitability, and trends
About
Phloem Consulting helps business owners get out of the weeds and into the numbers that matter. We keep your bookkeeping clean, your reporting consistent, and your analysis grounded in real operational insight.
Background
I bring an MBA and years of private-sector experience across finance and operations. I’ve worked hands-on in accounting, purchasing, forecasting, inventory management, and warehouse operations/setup, which helps me connect the financials to what’s actually happening in the business.
Services
- Bookkeeping and monthly close
- Reporting and dashboards (KPIs, trends, cash flow)
- Business analysis and operational support
Credentials
QuickBooks ProAdvisor (Silver tier). Badges shown for quick verification.
Schedule
Book a 30-minute intro call to discuss your business, your current setup, and identify the best next steps.