At Busy Bee Consulting Services, we help business owners gain clarity and confidence through smart financial systems and strategic data insights. Formerly Busy Bee Bookkeeping Services, we've rebranded to reflect our expanded offerings that go beyond bookkeeping, providing high-level consulting and customized dashboard design to help you scale with intention.
Whether you need dependable bookkeeping, visual financial reporting, or ongoing consulting to drive better decisions, our team is here to support your growth with clarity, strategy, and ease.
Hi! I'm Marissa. With over 8 years of professional experience in accounting and tax, I started my career in corporate tax before launching my own firm to better serve business owners & CEOs like you. What began as a boutique bookkeeping business has since evolved into a consulting and financial analytics agency, designed to provide you with clarity, confidence, and control over your finances.
I love helping business owners & CEOs make smarter, more strategic decisions by combining solid financial data with insightful analysis. Whether we’re cleaning up your books, building a custom dashboard, or helping you understand your profitability, my goal is to give you the peace of mind that your finances are working for you, not against you.
Your business supports your life and your family. Let’s make sure your systems support your business.
Adam brings over 15 years of professional experience across finance, accounting, and IT. With a sharp analytical eye and a strong background in systems and data management, he specializes in transforming raw numbers into meaningful and, actionable insights for business owners.
As the Director of Dashboard Architecture at Busy Bee Consulting Services, Adam leads the build-out of custom dashboards that help clients track performance, plan ahead, and make confident decisions. His strength lies in simplifying complex data and designing intuitive, user-friendly tools that align with each client’s unique goals.
Adam’s calm, focused approach makes him an excellent project lead, problem-solver, and a valuable asset to the businesses we support.
We combine deep financial expertise with forward-thinking tools to provide business owners with a clear understanding of their current position and where they're headed. When you partner with Busy Bee Consulting Services, you’re not just getting numbers, you’re getting insight.
...You’re ready to stop guessing and start making data-backed decisions with confidence.
...You want to work smarter by tracking performance, trends, and team progress in real time.
...You’re committed to investing in high-quality services that bring peace of mind and long-term value.
... You’re tired of juggling spreadsheets and want one clean place to view your business metrics.
...You’re ready to identify opportunities for growth and spot issues before they become problems.
...You’re too busy running your business to keep up with bookkeeping tasks and need someone reliable to take it off your plate.
...You’ve tried managing QuickBooks (or other accounting software) but feel overwhelmed or unsure if you're doing it right.
...You’re not currently set up with accounting software and want a professional to handle it from the ground up.
...You value accurate financial records and understand how they contribute to smarter business decisions.
...You prefer focusing on your business growth rather than spending hours reconciling accounts or categorizing expenses.
We transform your financial and operational data into clear, custom-built dashboards, designed to help you track performance, uncover opportunities, and make confident, strategic decisions.
We combine your data sources (like QuickBooks, CRM systems, ad platforms, and more) into one streamlined view tailored to your business goals. Whether you're focused on revenue growth, team efficiency, cost management, or scaling operations, we help you see the full picture, without the overwhelm.
From ongoing dashboard maintenance to strategic mentorship, our consulting packages are built to support your growth every step of the way.
Whether you’re looking for monthly check-ins or in-depth guidance, we offer flexible support tailored to your goals. Our consulting services help you stay focused, align your data with decisions, and gain clarity through expert insights. We’re here to ensure your systems and strategies stay on track, so you can scale with confidence.
The basics - Regular monthly transaction tracking, categorization, account reconciliation and basic financial reports provided monthly/quarterly and more!
*The basic bookkeeping fee of $399/mo. varies based on the volume of transactions and the number of accounts that need maintaining.
Your business is as unique as you are and sometimes the basics just won't cut it. We offer a variety of additional services to meet your needs!
*The basic bookkeeping fee of $399/mo. varies based on the volume of transactions and the number of accounts that need maintaining. Please contact us for a free service quote.
Busy Bee Consulting Services is partnered with Complete Business Group to offer our clients the best pricing on QuickBooks solutions. Please place your order below and select from the product drop-down selections.
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