What I offer
Financial clarity, handled with care.
Whether you need monthly bookkeeping, payroll support, or help getting ready for tax season, I offer services designed to meet you where you are — and help you grow from there.
Core Bookkeeping
Know where every dollar goes.
Categorize transactions and reconcile bank, credit card, and loan accounts to ensure your ledger matches your financial statements.
- Transaction categorization & reconciliation
- Bank, credit card & loan account reconciliation
- Accounts payable & receivable management
- Invoice management & collections follow-up
- Vendor bill payment support
Payroll Processing
Your team gets paid right, every time.
Calculate employee wages, manage deductions, and maintain payroll records using tools such as Gusto or ADP. Process and file payroll tax returns.
- Employee wage calculation & deduction management
- Payroll records maintenance
- Gusto & ADP support
- Payroll tax return processing & filing
- New hire reporting
Financial Reporting
See the full picture of your business.
Prepare key monthly reports so you always know where your business stands and can make confident, informed decisions.
- Monthly income statements
- Balance sheet preparation
- Cash flow statements
- Performance analysis & insights
- Year-end financial package
Tax Support
No last-minute scrambles.
Organize records and support year-end tax requirements so clients are ready for tax season. Prepare and file sales tax returns and issue 1099s to independent contractors.
- Year-round record organization
- 1099 preparation & issuance
- Sales tax return preparation & filing
- Year-end tax readiness support
- Coordination with your CPA or tax advisor
QuickBooks Setup & Training
Get set up right from day one.
Set up or clean up QuickBooks Online, customize the chart of accounts, connect bank and credit card feeds, configure users and settings, and provide hands-on training so clients can confidently manage their day-to-day bookkeeping.
- QuickBooks Online setup or cleanup
- Chart of accounts customization
- Bank & credit card feed connection
- User configuration & settings
- Hands-on training for invoices, expenses & reports
How it works
Simple, clear, and built around you.
Free consultation
We start with a no-pressure conversation about your business, your goals, and where your finances stand today.
Custom plan
I put together a service plan tailored to your specific needs — no cookie-cutter packages, no services you don't need.
Onboarding
We get your accounts connected, your systems set up, and your books organized. I handle the heavy lifting.
Ongoing support
Monthly reporting, regular check-ins, and a partner who's always available when questions come up.
Not sure which service is right for you?
Let's talk. A free consultation is the best way to figure out exactly what your business needs — and what it doesn't.