Financial consulting that goes beyond bookkeeping

We help you optimize your financial systems so that you can focus on the aspects of your business that you truly love.

Quickbooks Online

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Financial Consulting

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Bookkeeping

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Quickbooks Online ⚬ Financial Consulting ⚬ Bookkeeping ⚬

You opened your own business to pursue your dreams

…not to learn accounting.

I’m here to help you get back to doing the work you love. By collaborating with me, you gain a trustworthy and reliable partner who is dedicated to your business's success. Our partnership offers flexibility in approach — I can err on the side of being your ultra-connected business advisor, OR be nearly invisible...quietly getting the work done behind the scenes so you don’t have to. Ultimately, we will figure out the best way to work together to keep your business moving in the right direction.

Our Services

We offer customized, uncomplicated financial consulting for small business owners as well as bookkeeping, cleanup and training for Quickbooks Online.

Financial Report Analysis

As a small business owner, we are dedicated to simplifying complex financial data and offering actionable recommendations. We recognize that financial reports can be intimidating, but rest assured, we are here to empower you with a deeper understanding of your financial standing. Our goal is to help you make informed decisions confidently and maximize your financial success.

Financial Consulting & Training

Our dedicated team collaborates closely with each client to gain a comprehensive understanding of their distinct goals, challenges, and aspirations. We offer expert advice on a wide range of financial matters, encompassing cash flow management, tax planning, and investment strategies. By fostering financial literacy, we empower small businesses to grasp key concepts such as financial statements, budgeting, forecasting, and navigating the intricate realm of business taxes.

Architectural Bookkeeping & Consulting

We offer professional architectural bookkeeping and consulting services tailored to the unique needs of architecture firms. Architects often find it challenging to maintain accurate records while focusing on creating innovative designs and meeting client demands. Our team, equipped with extensive knowledge of the architectural industry, provides engaging and customized solutions to help streamline your firm's operations.

Meet Carissa

As with many of my clients, I ventured into the world of entrepreneurship because I march to the beat of my own drum. I highly value the autonomy to choose how I invest my time and energy. Embracing the liberty of browsing through emails in my pajamas and indulging in midday runs with my furry companions brings me immense joy.

My mission is to empower my clients, granting them the same freedom to prioritize their loved ones, hobbies, and passions – unburdened by the complexities of bookkeeping. With my unwavering dedication to small business advocacy, I bring to the table a Bachelor of Arts in Mathematics from Boston College, complemented by a teaching certification from Bridgewater State University. Prior to establishing Consulting by Numbers, I have excelled in versatile roles encompassing Account and Operations Management, Program Direction, Project Coordination, Sales, and Education.

Let me help you navigate the intricacies of your business, allowing you to focus on what truly matters and creating a thriving enterprise.

Here’s the process….

  • We value the uniqueness of your business. Our meticulous approach involves understanding every aspect of your company's operations. Each decision we make is designed to support your work, align with your vision, and ultimately enhance your experience, making your life easier.

  • Accounting systems can be quite perplexing. You may find yourself uncertain about their effectiveness. Allow me to provide a new perspective, examining areas for enhancement and identifying the necessary actions to streamline operations, giving you more time and ensuring smooth progress moving forward.

  • I employ a personalized approach in assisting my clients with their financial requirements. My aim is to develop a transparent and custom-tailored proposal that lays the foundation for our partnership with clarity and confidence. By doing so, we can embark on a mutually beneficial journey together.

  • "I'm pretty embarassed that I haven't invoiced them in so long. I'll be so glad to just get on a schedule and hand invoicing over to you!"

    — Landscape Architect Client

  • "I was just on the phone with E- and we were talking about how you are just the BEST. You are so direct and good at what you do!"

    Professional Services client