Services
Everything Your Books Need.
From day-to-day bookkeeping to payroll and financial reporting — I handle the financial side of your business so you can stay focused on growth.
Core Service
Bookkeeping
Accurate, up-to-date books every month — without the stress.
Your books are the foundation of every smart business decision. I keep them clean, current, and organized so you always know where you stand financially. Whether you're a solo freelancer or a growing team, I tailor the process to fit your workflow.
What's included
- Monthly transaction categorization & reconciliation
- Bank and credit card account reconciliation
- Accounts payable & receivable tracking
- QuickBooks Online setup and management
- Monthly financial statements (P&L, Balance Sheet)
Payroll Management
Payroll Management
Pay your team accurately and on time, every time.
Payroll mistakes are costly — both financially and in employee trust. I manage the entire payroll process so your team gets paid correctly and on schedule, with all the proper filings handled.
What's included
- Full-service payroll processing
- Direct deposit setup and management
- Payroll tax calculations and filings
- New employee onboarding (W-4, I-9)
- Year-end W-2 and 1099 preparation
Financial Reporting
Financial Reporting
Clear reports that help you make confident business decisions.
Numbers only matter if you understand them. I produce clean, readable financial reports and walk you through what they mean for your business — no accounting degree required.
What's included
- Monthly profit & loss statements
- Balance sheet preparation
- Cash flow statements
- Custom KPI dashboards
- Quarterly review calls to discuss findings
Business Advisory
Business Advisory
Strategic financial guidance tailored to your goals.
Beyond keeping the books, I help you understand the story your numbers are telling. Whether you're planning to hire, expand, or just want to improve cash flow, I provide the financial perspective to help you move forward with confidence.
What's included
- Cash flow forecasting & planning
- Budget creation and monitoring
- Business performance analysis
- Growth planning support
- Ongoing strategic check-ins
How It Works
Getting Started Is Simple
Free Consultation
We start with a no-obligation 30-minute call to understand your business, your current setup, and what you need.
Custom Proposal
I put together a clear proposal with the right services and pricing for your specific situation — no cookie-cutter packages.
Onboarding
Once you're ready, I handle the onboarding process — getting access to your accounts and getting your books in order.
Ongoing Support
From there, I take care of everything on a regular cadence. You get clean books, clear reports, and a responsive partner.
Ready to Get Your Books in Order?
Book a free consultation and let's talk about what your business needs.
Free 30-minute call. No commitment required.
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