Bookkeeping and Financial Clarity—Tailored to Your Business

No two businesses are alike, and your financial support shouldn’t be either. Whether you need day-to-day bookkeeping, a clean-up rescue, or a strategic financial partner—I offer custom packages built around you.

Let’s take bookkeeping off your plate, so you can get back to growing your business with clarity and confidence.

Ongoing Bookkeeping

While you’re focused on growing your business—I’ll take care of keeping the books in order.

I’ll track your financial activity from day to day, keep things organized behind the scenes, and deliver clear, reliable reports that help you understand where you stand and where you’re headed. And when tax time comes around, I’ll make sure everything is accurate and easy to hand off to your CPA—so you’re never left scrambling or second-guessing what’s been done.

  • Keep your books up to date with accurate categorization of every transaction—so you always know what’s coming in and going out.

  • Regular checks to ensure your financial records match your bank and credit card statements, catching errors or missed transactions.

  • Track what’s owed to you and what you owe others, so you maintain healthy cash flow and never miss a payment.

  • Timely and accurate payroll setup and submissions using payroll providers such as ADP or Gusto—so you and your team get paid on time, every time.

  • Break down your income and expenses by project or client to evaluate profitability and make smarter business decisions.

  • Get monthly reports that are easy to read and full of insights, helping you understand your performance and plan ahead.

Clean-Up & Catch-Up

Behind on your books? I’ve got you.

If your books are behind—or just a bit of a mess—I’ll help you catch up and restore clarity to your financial records. No shame. No stress. Just accurate, well-organized financials that make everything else easier—including tax season. Whether you're preparing for your CPA or applying for funding, I’ll make sure your records are categorized, up to date, and ready to hand off with confidence.

  • Review prior months to accurately record and match every transaction—ensuring your books are complete, clean, and aligned with your financial activity.

  • Find and fix common issues like duplicate entries, misclassified expenses, and missing deposits so your records reflect what’s actually happening in your business.

  • Organize your chart of accounts and fine-tune your categories, so your reports are easy to read, relevant to your business, and ready to support better decision-making.

Custom Dashboards

Go beyond the basics—see what your numbers are really saying.

If you’re ready to turn financial reports into meaningful insights—without the overwhelm of CFO-level complexity—I can help. I design custom dashboards that highlight the key numbers driving your business, so you can see trends clearly, measure progress, and make decisions with confidence. Together, we’ll identify the goals that matter most and create a simple, visual tool that helps you stay focused and aligned with your vision for growth.

  • Define and track the KPIs most relevant to your goals—so you can measure progress where it counts.

  • Simple, visual dashboards that make it easy to spot trends, compare performance, and understand your financial health at a glance.

  • Ongoing support available through maintenance or partnership plans. Together, we’ll review your dashboard, discuss what’s working, and identify opportunities for growth.

Need help deciding where to start?

Let’s talk through your goals and find the right fit—no pressure.