No matter where you are in your business journey, I’ll meet you there—with bookkeeping and advisory services designed just for you.
Stay organized, compliant, and tax-ready year-round with reliable, CPA-led bookkeeping tailored to your business.
What's included:
Income & expense tracking- Keep your books up to date with accurate, real-time financial activity.
Transaction Categorization- Clean, consistent coding for better reporting and tax prep.
Bank and credit card reconciliations - Ensure your records match your statements each month.
Financial Statement Preparation- Clear monthly reports: Income Statement, Balance Sheet, and Cash Flow.
Review Meetings- Monthly, quarterly, or annual check-ins to keep you informed and on track.
Tax Preparer Collaboration- I work directly with your tax professional to make filing smooth and stress-free.
Gain deeper insight into your business with customized financial analysis and reporting designed to support smarter decisions and long-term growth.
What's included:
Budgets- Build realistic, strategic budgets tailored to your business goals.
Forecasts- Plan ahead with forward-looking financial projections.
Custom Management Reporting- Get the reports you need to understand performance and guide decision-making.
KPI Reporting- Track the metrics that matter most to your business and stay aligned with your growth targets.
Need extra support beyond monthly bookkeeping? I offer a range of add-on services to help you stay organized, compliant, and confident as your business grows.
Available services include:
Accounts Payable & Receivable Management- Stay on top of what's coming in and going out with streamlined invoicing and payments.
Payroll Support- Full-service payroll processing, including 941 filings, withholding, and yearend reporting.
1099 Filing Submissions- Timely and accurate contractor reporting to keep you compliant.
Sales Tax Filings- Ensure your sales tax is filed correctly and on time.
Clean-Up Projects- Behind on your books? I'll help you get caught up and back on track.
Initial Accounting Software Setup- Get started the right way with a clean, customized accounting setup for your business.