The proof is in the pudding…

Read what our small business clients have to say about their experience with Lighthouse Advisory.

White Wave Photography

Working with Joanna at Lighthouse Advisory has been amazing for my small business. I have been guessing at budgeting and projecting for YEARS and now I feel like I have a real handle on my business financials. Together we set up quickbooks and she customized reports to help me to analyze the business financials month to month. Joanna created a strategic plan based on previous years and future goals that I have for my business. From there I was able to build out an entire marketing and promotion plan for the year. With all of these tools in place, I am ready to take my business to the next level and see real profits. I would HIGHLY recommend Joanna from Lighthouse Advisory to work with any small businesses.

  • Jennifer Bishop, Owner/Photographer

Trilogy Coaching & Consulting

I'm a new entrepreneur and very nervous about the money side of starting my business. Joanna has been a godsend! She answers what I know are extremely basic questions in a way I can understand. She's helped us with simple things, like setting up our books and creating a budget as well as bigger things like crafting a strategic plan and strategizing the right mix of programs to offer to meet our income goals. Best of all, she explains everything in words we could understand and does it without any judgement at all. Every time we conclude a monthly meeting, one of my partners says bringing her on board was the best decision we made.

  • Lisa Merritt, Owner/Change & Transition Coach

Rachael venema photography

Working with Joanna has been so helpful with the financial planning for my business.  She has helped me set goals for the year, compare prior years financials, and project what I need to bring in each month to keep my business going.  Having her guidance with the financial side of things has helped me focus my attention on all the other things that I need to do for my business.  Since I am the only person running my business, it is great to have someone to help me stay on track and to set goals for the financial side.  If you need help with financial tracking, budgeting, projections, and goal setting for your business, then you need Joanna in your life.  

  • Rachael Venema, Owner/Photographer

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Embrace the new year with 5 Financial Resolutions for Small Businesses: Strengthen cash flow, minimize debt, maximize savings, cultivate financial literacy, and set realistic financial goals. With Lighthouse Advisory's guidance, illuminate your path to a year of financial triumph and beyond, transforming your dreams into substantial victories.

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Explore strategic territories such as retirement contributions, charitable contributions, and end-of-year expenses/purchases to maximize deductions and reduce taxable income for your business. With meticulous preparation and strategic foresight, make your path towards tax season not just manageable, but rewarding too. Lighthouse Advisory will guide you every step of the way.

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