Services
Three ways to bring the numbers into focus.
Each service stands on its own, and many clients combine them.
Bookkeeping
Bookkeeping creates the record.
Know where every dollar is going. We simplify your books, give you a clear picture of where your money is, and keep you tax-ready year-round — no more scrambling in April.
- Books that stay tax-ready all year
- Monthly financials you can actually read
- Clear separation of business and personal activity
- A team that answers your questions
“I'm a tax accountant and I can hands down say Lynda McDonell's team is awesome. Her client's books are so clean it makes my geeky accountant side come out!”
CFO Services
CFO guidance clarifies the next decision.
Move beyond day-to-day money management. We map out a plan that keeps cash flowing and makes decisions feel doable, not daunting.
- Understanding where money goes — and where it should
- A cash-flow system that pays you and your expenses
- Planning ahead so tax time is never a surprise
- Evaluating hiring, pricing, expansion, and growth
“Lynda has been an absolute game-changer for my private practice, and in return — LIFE. I was drowning in financial disorganization. Lynda met me where I was at and helped clarify, manage and assist in planning around all the financial aspects I needed help with.”
Financial Coaching
Financial coaching connects the numbers to real life.
It’s never strictly about the numbers. Coaching ties your money to your goals and values, so you build habits and systems that last — and learn to pay yourself first.
- Confidence managing your money
- Financial strategy aligned with business goals
- Less stress, more control
- Money as a tool for business and personal wealth
“Our sessions have given me stability, confidence and, ultimately, peace. I thought my poor financial state was due to a lack of money but Lynda helped me add so much more to my bottom line by changing habits and values.”
Questions, answered
- Do you provide legal, valuation, or forensic services?
- No. We provide bookkeeping, CFO guidance, and financial coaching, and coordinate with attorneys, valuation professionals, and tax specialists who handle those areas.
- What if I have limited financial knowledge?
- That’s fine. The work is designed to teach from the ground up, in plain language — you don’t need to be a numbers person.
- What commitment does coaching require?
- Lynda typically recommends three to six months to see significant results, with regular sessions and open communication.
- How do I share documents?
- Never through the public form. Secure document instructions are provided after scope is confirmed.