Monthly Bookkeeping

Your problem: You don't have a clear, current picture of your cash flow, expenses, or profit — and that makes it hard to plan.

How I help: I record every transaction accurately as it happens, reconcile your accounts monthly, and deliver reliable Profit & Loss, Balance Sheet, and Cash Flow reports. You'll always know where you stand — and you'll have what you need to spot trends, catch problems early, and prepare for tax season without the scramble.

I do all of this in QuickBooks Online, which keeps things accurate, secure, and connected to the other tools you already use (time tracking, expense reporting, bill pay, and more).

Schedule your free 15-minute phone consultation

Bookkeeping Services

Clarity, Confidence and Books You Can Trust

Whether your books are a mess, mostly fine but never quite reviewed, or nonexistent — I’ll meet you where you are. Here's how I can help.

Book Cleanup & Catchup

Your problem: You're behind. Maybe way behind. Your books are messy, disorganized, or just... not started. And it's stressing you out.

How I help:

·  Cleanup — I organize your Chart of Accounts, fix miscategorized transactions, correct inaccurate or missing data, reconcile your accounts, and make sure your income statement lines up with your prior tax return.

·  Catchup — I enter everything that's been sitting untouched, so your books finally reflect reality.

Once we're caught up, you'll have accurate, current data you can actually trust and rely on to make decisions.

Book your free 15-minute call

QuickBooks Setup & Training

Your problem: You're starting fresh, switching to QuickBooks, or you (and your team) don't feel confident using QuickBoooks.

How I help:

·  Setup — I configure QuickBooks around your specific workflows and needs, and migrate your existing data over cleanly. This matters most if your business has multiple services, payroll, or inventory to manage.

·  Training — I teach you and your team how to actually use it — whether you're brand new or just unfamiliar with certain features or your custom setup.

We'll scope this together so you get exactly the support you need, and nothing you don't.

Reserve your free 15-minute phone consultation

Advisory Services

Advisory Services

Your problem: You have financial data, but no time (or way) to turn it into a plan.

How I help: I take your numbers and turn them into insights — guidance on budgeting, forecasting cash flow, growing revenue, and increasing profit. Beyond the analysis, I'll work with you on real plans to fix what's not working so you can reach the goals you've set.

Advisory can also help you streamline your bookkeeping processes, automate what's repetitive, and tighten up accounts payable and receivable.

Schedule your free 15-minute call

Why Outsource to a Bookkeeper?

Most business owners didn't start their business because they love bookkeeping. When bookkeeping keeps getting pushed to the bottom of the list, it costs you — in time, in stress, and often in real dollars.

It's often cheaper than hiring. No payroll, no benefits, no training costs. The average full-time in-house bookkeeper costs about $38,000/year. Outsourcing at $2,500/month ($30,000/year) can save you roughly $8,000 — without sacrificing quality.

It tends to pay for itself. Business owners who outsource their bookkeeping report:

•  An average of $5K more in profit per year, because bookkeepers free up your time for tasks that grow your business - they keep your books, catching overdue invoices, and finding places to cut costs.

• $5K–$10K in savings per year, through missed deductions they catch (~$3.5K on average), duplicate payments, flag unnecessary subscriptions they spot, and provide better cash flow management that helps you avoid costly borrowing.

Fewer nasty surprises, because accurate, on-time records mean fewer late fees, fewer errors, and stronger protection against fraud.

Ready to see what this could look like for your business?

Let's talk about how affordable — and profitable — outsourcing your monthly bookkeeping can be. Pick a day and time that works for you, and you'll be instantly confirmed.