I am thrilled to share my experience working with Carol, who provided invaluable assistance with my business plan financials as I sought an SBA loan for my med spa. From our very first meeting, it was clear that Carol was not only knowledgeable but also genuinely invested in my success.

Navigating the financial landscape of a new business can be daunting, but Carol made the process seamless and straightforward. She expertly guided me through every aspect of financial planning, from creating a comprehensive business plan to managing bookkeeping, reporting, and taxes. Her attention to detail and thorough understanding of the unique financial needs of a med spa were instrumental in ensuring that I was well-prepared for the loan application process.

What truly set Carol apart was her kindness and inviting demeanor. She created a comfortable environment where I felt free to ask questions and express concerns, making the entire experience enjoyable rather than stressful. Her approachable nature, combined with her expertise, made it easy for me to collaborate with her on all financial matters.

Thanks to Carol’s exceptional support, I now have a solid financial foundation for my med spa, and I feel confident moving forward. I wholeheartedly recommend her services to anyone looking for expert financial guidance in starting or managing a business. Thank you, Carol, for your dedication and support – I couldn’t have done it without you!