You didn’t start your business to become a bookkeeper - but I did.
And I’m here to help you stay focused on what you do best. Whether you’re behind on your books, tired of doing it all yourself, or looking for deeper financial insight, I’ll help you stay organized, make sense of your numbers, and feel more in control of your business.
I work with small business owners who want more than just someone to update their books. They’re looking for a trusted partner—someone focused on accuracy, insight, and a collaborative path to their goals.
What You Can Expect
I offer more than data entry—I bring structure, strategy, and real support to your financial workflow. Here’s what that looks like:
Start-to-finish support – From day-to-day transaction tracking to high-level reporting, I help you turn your numbers into clarity you can act on.
Tailored service – Your business isn’t one-size-fits-all, and your bookkeeping shouldn’t be either.
Consistent communication – I keep you in the loop with updates and reports you can actually understand.
Ongoing clarity – You’ll always know where you stand—and where you’re headed.
Think of me as your behind-the-scenes teammate—tracking your numbers, bringing clarity to your finances, and helping you aim for your next goal with confidence.
Whether You’re Catching Up, Delegating, or Leveling Up - I’m here to help.
Doing it yourself?
You’ve been keeping the books yourself—but it’s taking time and energy away from the work you actually enjoy. If you'd rather hand it off and know it’s being done right, I’ve got you. I offer ongoing support that fits your business, your goals, and your peace of mind.
Find out more about Ongoing Bookkeeping Services
Buried in backlog?
Maybe you’ve fallen behind on your books—you're not alone. Whether it’s a few months or more, it can feel overwhelming to face it all. I’ll meet you right where you are and help get everything back in order so you can move forward with confidence.
Find out more about Clean-up & Catch-up Services
Ready to grow?
You’ve got reports, but you’re craving more clarity. Whether you're preparing for funding, setting growth goals, or just want a better handle on cash flow, I’ll help you turn your numbers into meaningful insight—with tools that actually help you move forward.
Find out more about Financial Insight Services
Somewhere in Between?
Most businesses don’t fit in a single box—and that’s okay. Whether you need help with one thing or a mix of services, I’ll create a custom plan that works for you.
Support That Meets You Where You Are
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Ongoing tracking and organization of income and expenses
Bank & Credit Card Reconciliation
Accounts Receivable / Payable
Payroll Processing
Job Costing
Financial Management Reports
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Transaction Categorization and Reconciliation
Error Correction
Account Structure & Reporting Clarity
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Budget Creation
Simplified KPI Tracking
Charts & Visual Reports Tailored to Your Goals
Custom Dashboards for Real-Time Visibility
Monthly or Quarterly Check-ins
What’s next?
Free Discovery Call – We’ll talk through your business, goals, and any bookkeeping challenges—no pressure, no obligation.
Comprehensive QuickBooks Review – I’ll take a deep dive into your QuickBooks Online account to evaluate your current setup, transaction history, and overall file health.
Tailored Proposal – You’ll get a custom plan with only the services you need—nothing more, nothing less, and no obligation until you’re ready to move forward.
Plan to Action - I’ll carry out your custom plan, keeping you updated with reports and insights aligned with your goals—so your books don’t just reflect where you’ve been—they help guide where you're going, and you feel supported every step of the way.