Essential Bookkeeping

Catch-Up Bookkeeping – No matter how far behind, months or even years, I’ll clean it up and give you peace of mind.

Monthly Bookkeeping – Keeping the flow on a regular basis so you always know where you stand.

Reconciliation Services – Bank and credit card reconciliations to keep your books error-free.

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Let’s Bring Balance to Your Books!

Here’s How I Can Help…

Let's Chat About Your Bookkeeping

Accounting Support

  • Monthly Financial Statements – Balance sheet and P&L every month, with a short note on what I'm seeing.

  • Sales Tax – Calculated correctly each period, or filed and paid for you on the done-for-you tier.

  • AR & AP Monitoring – Monthly review of who owes you and who you owe, with the late ones flagged.

  • Payroll Oversight – I check your payroll filings and amounts each month in QuickBooks Payroll or Gusto.

  • 1099 Contractor Review – Contractor payments and filings checked for accuracy.

  • Owner Pay Setup – A structured way to pay yourself, including whether an S-Corp election could save you money.

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Let's Chat About Your Accounting Needs!
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Profit Leak Audit Call

Business Growth & Advisory

Start-Up Support – We love new entrepreneurs! We’ll set up your accounting software correctly from day one.

Financial Partner Program – We’ve been in your shoes. Let me help guide your business in the right direction and review financial statements for better insights.

Quarterly Financial Check-Ins – Regular review sessions to stay aligned with your goals.

System & Process Optimization – Streamline your bookkeeping and admin processes to save time and money.

Let's Chat About Your Business Goals!
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Not quite sure what you need? I got you!

Book a Profit Leak Audit - Here I’ll review you books, see what’s going on. Then we’ll jump on a call and go through what I found and I’ll give you 3-4 actionable items. From there you can take action or delegate it back to me.
I walk with my clients all year long giving you financial clarity, so you can make informed decisions to move your business forward

Need Help in More than One Area?

Fill Out the Form Below!

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A green notebook with a dark green border, a pen, paper, several dollar bills, and some coins on a light green surface.
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A person holding a balance sheet in front of a computer keyboard, mouse, and other office supplies on a wooden desk.