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Financial Transition

Updated: Jun 12, 2018

We met with a client recently who owns a consulting business in the healthcare space. She was transitioning from tracking her finances in a spreadsheet to Quickbooks online. She was struggling with how to make the transition and didn’t know what to do.  We sat down with her for 90 minutes and showed her some key tips on how to use Quickbooks that would fit her needs. At the end of our session, she had 3 specific actions that she needed to take to make the transition. We spoke to her a couple weeks later and she was super excited that she completed the action steps and was now fully using Quickbooks and loving it! Many times business owners just need someone to help point them in the right direction and provide a simple path to the results they are looking to achieve. At EDGe we can help with your small and big financial goals. We are here to help small business owners develop a simple plan for their business finances.


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