Accepting new clients — nationwide, 100% virtual
We help business owners make better decisions.
By turning your financial data into a clear action plan — so you understand where you're going, whether you're on track, and what to do next.
A focused, one-on-one conversation about a decision you're weighing — not a sales call.
Kim Erick, your advisor
MPA, Budget & Finance Management
Where are you going?
A plan built from your real numbers — not a guess.
Are you on track?
Monthly reporting that tells you, before it's too late to adjust.
What do you do next?
Every conversation ends with a clear next step.
- Years in practice
- 10+
- Businesses served
- 100+
- Budget & Finance Management
- MPA
- Silver Partner
- Xero
- Record of Completion
- AFSP
You're making decisions bigger than the data you have.
Every established business owner faces the same set of questions — and most face them with a bank balance, a gut feeling, and a P&L they saw once at tax time.
The questions deserve better than that. They deserve a clear target, reliable numbers, and someone who can turn both into a straight answer.
Hiring
Can I afford this hire?
Pricing
Are my prices covering my costs?
Equipment
Lease, finance, or wait?
Owner pay
How much can I take out?
Expansion
Is now the time to grow?
Cash
Profitable on paper — where's the cash?
The Flagship Service
CFO Advisory
CFO-level guidance for owners who need more than clean books. We start with your vision, set the targets that support it, and focus on what to do next — a working session with your numbers on the table, not a lecture.
Vision & financial targets
We start with where you want the business to go, then translate that vision into the concrete revenue, margin, and cash targets that make it real.
Forecasting & scenario planning
What happens if you hire, raise prices, buy the equipment, or take the bigger draw — modeled against your real numbers before you commit.
Cash flow drivers & tracking
We find the handful of levers that move your cash the most, then track whether you're on pace against your targets month over month.
Objectives & action plan
The 2–3 objectives that matter most right now, turned into a specific action plan — so strategy becomes something you actually do.
Use the numbers you already have
From us, your bookkeeper, or your team
Advisory needs reliable data — not our data.
CFO Advisory runs on numbers you can trust, but those numbers can come from anywhere: books we keep, another bookkeeper or accountant you already work with, or your own internal team.
If you also want us handling the day-to-day, the services below stand on their own — each one solving a different problem, whether or not you work with us on advisory.
Bookkeeping
Accurate, current monthly books in Xero, with payroll coordination alongside — one reliable source of financial data.
Learn moreTax Planning
Forward-looking tax strategy, so decisions get made before the year closes — not after.
Learn moreTax Preparation
Accurate, compliant returns for the business and the owner.
Learn moreBuilt for a specific kind of owner
This works best when there are real decisions on the table. An honest fit check saves everyone time.
A strong fit
- Established business with real revenue
- Employees on payroll — or a first hire on the horizon
- Decisions on the table bigger than your current visibility
- You want a standing financial conversation, not a yearly tax appointment
Not the right starting point
- Brand-new business that mainly needs clean books and a tax return
- Looking for investment advice or legal counsel
- Wanting someone to make the decisions for you
Brand-new and mainly need clean books and a return? Bookkeeping and Tax Preparation are the right place to start.
How the work moves
From the direction you set, to where you stand today, to the few moves that matter next — each step builds on the one before it.
Set the direction
We start with your vision and translate it into clear financial targets — the revenue, margins, and cash the business needs to hit.
See where you stand
Using reliable financials — ours, your bookkeeper's, or your team's — we forecast your path and measure the gap to your targets.
Focus on what's next
We narrow to the 2–3 objectives that matter most and build an action plan, so every real decision starts from a clear place.
In their own words
Unedited, from business owners who work with Kim.
"As a small business owner struggling to get our books in shape (previous bookkeeper was horrible) I can attest that Home Time is your BEST option in this area for ALL business services! Local, woman owned, professional, reasonable pricing and responsive service."
Marcia Ricketson
Google Review
"My Quickbooks file was all messed up and Kim came to my office, looked everything over and showed me what to do to fix the problem and what to do to avoid future problems."
Margaret Phelps
Google Review
"Working with Kim is delightful! She is friendly yet professional and knows her skills well. She really helped me in getting my domain name, LLC and EIN setup and I would recommend her to anyone that needs help with startup or whatever your needs may be!"
Tanya Carlson Peyton
5-Star Review
"This is so much easier than the way I used to keep my receipts. I just take a pic of the receipt, click send, and away it goes to Kim so she can keep my books in order. No hassles, no lost receipts, no hours figuring out faded receipts."
Katie Amanda Sivels
5-Star Review
A perspective beyond the numbers.
Kimberly Erick spent 16 years in banking, brings a performance-audit background and an MPA in Budget & Finance Management, and has years of hands-on accounting and tax experience with small businesses nationwide.
She's also a business owner herself — so she understands your decisions from the inside. That mix is why her guidance goes past preparing statements and returns to what they actually mean for you.
More about KimBring a real decision. Leave with a clearer answer.
A financial strategy call is a working conversation about the decision in front of you — and whether this is the right way to support it.
Tell us the decision
The real question you're weighing right now.
Look at your numbers
We ground it in your actual financials.
Leave with a next step
A clear direction — and an honest fit check.