Know what your numbers are telling you.
You already have revenue, reports, and a bookkeeper.
I help you understand the story they’re telling so you can move forward intentionally.
You have the numbers.
You just want to know
what happens next.
The reports arrive on time. Revenue is coming in. Your bookkeeper does good work. And still, when a real decision needs to be made (a hire, a price increase, a big project, a slow season ahead) the numbers don’t seem very clear.
That space, between having the data and knowing what to do with it, is where I work.
Bookkeeping and accounting tell you what happened. Advisory helps you decide what’s next.
How I help
Financial clarity
A clear, current read on where the business actually stands, in plain language you can act on.
Cash flow strategy
Plan around what’s coming so cash never catches you off guard, and know when it will be tight.
Profitability
Understand what’s actually making money and what isn’t, so effort goes where it returns most.
Decision support
Think through the big moves, from pricing to hiring to growth, with a steady partner in the room.
Planning ahead
Build a financial view that keeps up with where the business is going, not just where it has been.
Blind-spot review
Catch the risks and the opportunities hiding in the numbers before they become urgent.
Built for established, values-driven owners.
Angel’s is for owners past the startup scramble, with bookkeeping already handled, who want to put their numbers to work, not just file them away. I’m proud to work with women-owned, queer-owned, and allied businesses, where shared values matter as much as expertise.
My name is Colleen Richardson.
Some people call me Angel.
I’m the advisor who wants to help you
achieve success – whatever that means to you.
A former CPA who’d rather talk strategy than spreadsheets, I’ve spent years helping leadership teams across retail, startups, SaaS, nonprofits, and government make sense of complex financial pictures. I work as a partner, not a vendor – I sit alongside you, and align your financial strategy to fit your long-term vision.
- Experience
- 20+ yrs · $1MM–$14BN
- Credential
- Former CPA (CA, inactive)
- Education
- BA Business Management Economics, UC Santa Cruz
It starts with a Coffee Chat.
No pitch, no pressure. A Coffee Chat is a relaxed conversation about where your business is, what’s on your mind, and whether working together makes sense. If it’s a fit, I’ll show you what comes next. If it’s not, you’ll still leave with a clearer head.
Let’s figure out what’s next, together.