Financial chaos is a ceiling on your success
I'm here to help you take charge of your finances, and you make exciting decisions! Together, we'll uncover the amazing story within your numbers!
Stop guessing. Start growing. I streamline your finances so you can make your next big move!
Services Offered
The Financial Reset
On-going Support
Turning months of backlog into a clear roadmap for the future.
Worry- Free Bookkeeping, "Balanced books. Better sleep".
Getting started
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Discovery: We jump on a 30-minute call to see if we’re a good fit.
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Diagnostic Review: We look under the hood of your current books to see what needs fixing.
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Onboarding: We set up your secure portals and communication channels. Start or take over QuickBooks. Input transactions up to date
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Monthly Rhythm: You run your business; we handle the data and send you the insights.
Clean-up & get it updated
Specialized One-Time Services
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The "Clean-Up" Project: Are your books a few months (or years) behind? We reconstruct your data, fix coding errors, and get your accounts reconciled so you are 100% tax-ready.
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QuickBooks Online Setup: New to the cloud? We’ll migrate your data, set up your Chart of Accounts, and integrate your bank feeds so you start on the right foot.
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Internal Systems Audit: We review your current workflows to identify bottlenecks and suggest automation tools to save you hours of manual entry.
Core Monthly Bookkeeping
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Transaction Management: Download and categorize all monthly transactions into QuickBooks with accurate matching.
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Account Reconciliation: Monthly reconciliation of all bank and credit card accounts to ensure your books balance.
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Financial Reporting: Preparation and delivery of clear, easy-to-read monthly financial statements.
Communication & Advisory
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Active Correspondence: Regular monthly updates regarding your financial status and business health.
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Accountant Liaison: Direct coordination with your CPA throughout the year to simplify tax preparation.
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Responsive Support: Dedicated email access for quick questions and ongoing assistance.
Optional ServiceAdd-ons
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Invoicing & Bill Pay: Management of accounts receivable and accounts payable.
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Income Categorization: Detailed tracking and specialized reporting for various revenue streams.
Service Boundaries
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Tax & Legal: Please consult with a licensed CPA or Attorney for tax filing and legal counsel.
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Payroll Policy: Support is limited to the oversight of third-party payroll platforms (Gusto, ADP, etc.).
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Remote Only: Services are provided exclusively via a secure remote home office environment.
Pricing Built Around Your Growth
From solo founders to multi-entity enterprises. Start with what you need today and scale seamlessly as you hit your next revenue milestone.
Starting at
$200
The Solo Pro
Perfect for freelancers & solo owners scaling toward their first $100k.
Starting at
$300
The Expander
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Starting at
$500
The Enterprise
Tailored for established businesses ($500k+) and complex multi-entity structures.
Starter
Premium
Growth
Sounds like a great fit
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