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We understand that managing your business’s finances is a daunting task. Whether you’re tired of doing this alone or don’t even know where to begin with QuickBooks Online, we’re here to help. 

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Not everyone enjoys nerding out on numbers like us. In fact, most entrepreneurs, creatives, and trailblazers believe that managing their business finances isn’t their strength. Let’s flip that paradigm!

Go from: “Accounting makes me agitated.” 

To: “I like feeling connected to my finances so I can do more of what I love.”

With Beam Financial Group, we aren’t kicking you out of the process. Instead, we’re organizing and clarifying the money side so you can make nimble, growth-oriented moves without feeling buried beneath the numbers. 

Let go of the aspects you hate while holding on to the parts that give you power!

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Digital Courses

Are you a new business owner that is ready to get financially organized? Our digital courses offer the kind of step-by-step help you need to feel confident and prepared.

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Consulting Packages

Are you looking to set up your business’s financial processes or need a helping hand to make sure your current system is working for you? Our one-on-one support is for you.

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Bootcamps

These customized programs help to level-up your business by offering a guided process to financial clarity.

 

Don’t take our word for it.

Kind Words from Our Incredible Clients 

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“I've worked with Jessica for the past 3 years now. She has been a tremendous help in getting our books in order, and she's always so quick to answer any financial and accounting questions I have for my small business. She is also very professional, efficient, and has a desire for her clients to understand why things are done the way they are, making her a great financial consultant, as she guides you through it all. I never have to worry about my small business financials because we have Jessica on our side!”

- Diana Youn, Founder and CEO, Unseam the Label

 

 
 

"As an overwhelmed business manager juggling all aspects of my small business, I didn't even know what I didn't know about bookkeeping and QuickBooks.

Jessica's agility and know-how were exactly what I needed. She understands what it's like to run a high-growth, early-stage business, so she cut right to the heart of our challenges and moved swiftly to address each item in priority order while also making me feel more empowered and confident.

Despite her deep expertise, she knows how to break things down clearly, and she genuinely cares about positioning you for success. I will hire her again in a heartbeat!”

-Monica P., Chief Marketing Officer

 
 
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Do Your Finances Need Some TLC?

This questionnaire will help you determine areas within your business finances that might need some extra attention.

 
 
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