I believe that with my help, your financials can be stress-free, insightful, and sometimes, maybe even a little fun.
That sounds like a big statement, and it is. But after 14 years as a corporate financial planner, I saw firsthand how many small business owners were burnt out from the stress of managing their finances.
Using my love for numbers and the latest in technology, I knew I could help bring small business owners freedom to their finances, and in turn, freedom to their families.
That’s why I started Efficient Business Services. By using programs like Xero, I can automate everyday tasks, which frees me up to do the work I love: teaching my clients how to capture and hold onto their financial freedom.
— Katie Marshall, founder of Efficient Business Services