What I Offer

Services built around your business, not the other way around.

Whether you need ongoing support, a financial snapshot, or a fresh start, there's a service that fits exactly where you are.

Monthly Bookkeeping

Your books, handled every single month.

Most business owners know their books need attention. They just never have time for it. I take that off your plate entirely, so you open each month knowing exactly where you stand financially.

No scrambling at tax time. No mystery transactions. Just clean, accurate books delivered consistently.

What's included

  • Transaction categorization: every income and expense accounted for
  • Bank & credit card reconciliation so your books match your statements
  • Monthly financial reports, delivered on a consistent schedule
  • Email support (I'm actually responsive)
  • Year-end books ready for your CPA. No scrambling.

Best for: freelancers, sole proprietors, service-based businesses, growing teams

Monthly Summary Sample
Revenue $14,200
Expenses $5,840
Net Income $8,360
All accounts reconciled · Delivered on time
Financial Reporting

Numbers that actually make sense to you.

A P&L statement shouldn't feel like reading a foreign language. I produce clean, clear financial reports and walk you through what they mean for your business, so you can make confident decisions, not guesses.

Knowing your numbers isn't just for big companies. It's how small businesses grow.

What's included

  • Profit & Loss statement: see exactly what you earned and spent
  • Balance sheet: a clear picture of what you own vs. what you owe
  • Cash flow report: understand money in vs. money out in real time
  • Plain-language explanations. No finance degree required.

Best for: businesses ready to make data-driven decisions and grow strategically

Cleanup & Catchup

Behind on your books? Let's fix that. No judgment.

Life gets busy. Books get messy. It happens more than you'd think. Whether you're a few months behind or haven't touched your books in a year, I'll get you caught up and organized so you can move forward with confidence.

No shame, no lectures. Just clean books on the other side.

What's included

  • Full review of your existing books, identifying errors and gaps
  • Backlog cleared: all missing months categorized and reconciled
  • Account reconciliation across all connected accounts
  • Tax-ready books, organized and ready for your accountant
  • Optional: transition to ongoing monthly bookkeeping after cleanup

Best for: businesses behind on books, facing tax deadlines, or switching from DIY

Cleanup Timeline

1

Free discovery call

Assess scope, set expectations

2

Document access

Secure, simple file sharing

3

Cleanup begins

Typically 1 to 4 weeks

4

Clean books delivered

Ready for taxes or monthly service

The Process

How it works

From first call to clean books: here's exactly what to expect.

1

Book a free call

15 minutes. No pitch, no pressure. Just an honest conversation about your books and what you need.

2

We review your books

I take a look at where things stand and put together a clear picture of what needs to happen.

3

You get a clear plan

Scope, timeline, and pricing, laid out plainly before any work begins. No surprises.

4

We get to work

You focus on your business. I handle the books. Simple, consistent, and always on time.

Not sure which service fits?

That's exactly what the free call is for. Let's figure it out together.

Book a Free 15-Min Call

No contracts. No commitment. First month satisfaction guarantee.