Helping Small Businesses Thrive, One Ledger at a time.
I’m here to make managing your finances simple and clear. Whether you’re just starting out or running an established business, I’ll help you stay on top of your books with confidence. Certified with the International Association of Professions Career College and as an Intuit ProAdvisor Bookkeeper, I organize transactions, reconcile and offer financial data custom to your business needs. Setting a consultation will allow us to figure out how we can work together to make your life easier.
Our Services
These 3 tier services offered are absolutely customizable based on your transaction volume, number of accounts, and the level of support you want. This way, you only pay for what your business actually needs.
What is included for your business in the Essential Foundation service is monthly bank & credit card reconciliations (1–2 accounts), Categorization of transactions, Monthly financial statements (P&L + Balance Sheet), Chart of accounts setup or light cleanup, Email support (limited, e.g., 48-hour response), and Sales Tax tracking (but not filing).
What our Growth Operation services include for your business is everything in Essentials, plus: Up to 4–6 accounts reconciled, Higher transaction volume, Monthly review & adjustment entries, Accounts receivable & payable tracking, Invoicing support, Budget vs. actual report, Cash flow snapshot, Quarterly financial review call, Email + text support (24-hour response). This service is best for growing small businesses, service businesses, e-commerce lite, and agencies.
For businesses who are established and high volume, Top Strategy will include everything in Growth Operation plus high-touch bookkeeping, executive-level reporting, cash flow forecasting, profitability insights, budget vs. actual analysis, monthly strategy calls, systems optimization, CPA and Tax Strategist coordination, and priority support.
Add on or one time services include Catch-up or clean-up bookkeeping, Additional accounts beyond tier limit, Payroll processing, Sales tax filing, Inventory tracking, E-commerce platform integration, Bill pay / A/P management, Invoicing / collections, Job costing, Custom Reports, Budget creation and Advisory calls beyond tier.
Schedule your appointment
Ready to take control of your business finances?
Book a free consultation and let’s discuss how I can support your bookkeeping needs. We’ll go over your current setup, your goals, and the best way to keep your numbers organized — so you can focus on growing your business.
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Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!