Crystal clear financial clarity for small business growth
Crystal clear financial clarity for small business growth
Citrine Management provides expert financial guidance to help you understand your business’s performance, empowering you to make informed decisions that drive long-term growth.
We want to be your partners on your path to success
You work hard to grow your business, but managing finances can be overwhelming, stressful, and time-consuming. Maybe you’re seeking clarity in your numbers, support for an ambitious growth plan, or simply peace of mind knowing that your books are in expert hands.
You don’t have to tackle it all on your own. We are here to offer support and guidance tailored to your unique goals and challenges.
Accelerate your growth with business advisory services
We help you navigate the numbers and guide you in creating a customized plan to make smart, strategic decisions that generate positive cash flow and maximize profitability.
Our advisory services include:
Our advisory services include:
- Recommendations and action plans to grow your business
- Actionable insights that improve financial performance
- Making informed decisions by understanding the outcome BEFORE it happens
- Beating the competition by learning how your business compares to the industry
- Knowing when to spend and when to save today by forecasting year-end profitability
- Optimizing cash cushion with detailed reporting on cash inflows and outflows
- Increasing profitability next year by planning monthly revenue and expenses
Maintain accurate and up-to-date records with bookkeeping services
Focus on what you do best in your business and let us take the day-to-day financial management off your plate.
Meticulous record-keeping is essential for informed decision-making and filing accurate tax returns.
Our cleanup/catchup services get your books organized and rectify any discrepancies. We also offer monthly bookkeeping services to ensure that you stay on top of your finances, which include:
- Bank and credit card reconciliations
- Transactions categorization
- Accounts receivable
- Accounts payable
- Financial reporting
- Inventory tracking
- Fixed asset management
- Payroll services
Hi, I’m Maxine, the founder of Citrine Management.
With 20+ years of experience in banking, accounting, finance, and coaching, my passion is helping small business owners gain financial clarity and confidence to grow their businesses.
My approach prioritizes understanding your business’s unique needs, clear communication, and guiding you to take action on your personalized solutions. Trust and exceptional service are at the core of my business, ensuring your finances are handled with care and precision.
I am a continuous learner, embrace challenges and love seeing my clients’ businesses evolve. Outside of being a business owner, I enjoy family time, reading, and hiking.