helping small businesses figure out their finances
for Creative Entrepreneurs
When your car is running funny, do you take it to a mechanic get checked out?
Well, that's what a Diagnostic Review does. We "get under the hood" of your books to identify issues, concerns, and other items that need to be addressed.
At the end of our process, we'll generate a report of our findings and recommendations. You can choose whether to take care of those things yourself or engage us to take care of them for you.
Did you get behind in keeping up with transactions
Maybe you hadn't been able to get set up with QuickBooks at all yet. Or, maybe your transactions have been entered but you're behind on reconciliations and reporting.
Regardless of what it is, being behind on things can loom over you creating undue stress and fatigue. You're not alone, though. We can help.
Look, sometimes things just get messy. In fact, small business books are notorious for being messy.
At Sparrow, we embrace the mess. We just don't let it stay for very long.
Even in the creative world, there's beauty in order. So we work with you to get it all cleaned up as quickly (and painlessly!) as possible.
Everything in its place and a place for everything, right? Right.
We don't just help you get started or caught-up! We're also here to help with monthly or quarterly ongoing service.
Ongoing monthly services allow us to keep your books clean, clear and complete.
Each and every month!
Aaannd, we help you understand what the resulting financials actually mean.
Let's work together!
It's simple.
We do it because of you.
You have something to offer - something brave, beautiful, different and altogether you - to this world and the people in it.
And we'd be honored to play a part in helping you succeed.
MEET THE OWNER
Brandi Jo Delony
Brandi Jo is a creative entrepreneur that is passionate about helping business and individuals achieve financials success.
She holds a BA in Finance and Accounting and has over two decades of experience helping business ranging from small sole proprietors to large universities manage, gain control of, and understand their financials.
When it comes to personal finance, she is well-versed and certified to teach both Financial Peace University and YNAB (You Need a Budget) methodologies, but prefers to craft personal finance plans that match the goals of each client, rather than using a one-size-fits-all approach.
Disclaimer: I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.
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(325) 399-6539 | Willis, TX