Meredith R.
5/28/2015
I was a little overwhelmed at the thought of setting up quickbooks for my business by myself. What I really wanted was someone to sit by my side and walk me through the steps so I could update it...
Beam Financial Group
Closed
(8)
Photos
San Francisco, CA 94123
History
I began my career working in Corporate Accounting for 5 years. From there I started a health and wellness small business. I met many colleagues that needed support with the financial side of their business. Thus, Beam Financial Group was born to help support small business owners (like me) with financial organization. We look forward to supporting you!
Specialties
QuickBooks Online training, QuickBooks clean-up, transition to QuickBooks Online, business coaching, business financial planning
Reviews
5.08 reviews
Nicole P.
5/4/2015
Jessica at Beam Financial helped me understand all the overwhelming details about my finances and set me on the right tracks towards financial organization and financial freedom. She not only...
Sonya Y.
5/1/2015
I'm a small business owner and I have been using an old version of Quickbooks to manage my bookkeeping. I knew it was time to transition to the newer version, Quickbooks Online, but I was...
Jill S.
5/4/2015
Jessica is a Quickbooks genius. While I thought I could handle my books myself with a business background, I was completely overwhelmed with what I should be doing. I was spending hours every...
Emily F.
1/25/2019
I'm a new small business owner and had zero bookkeeping practices in place when I first found Jessica. She helped me get up and running on Quickbooks, was there for me when I royally screwed...
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