Responsible. Meticulous. Honest.

Services That Let You Thrive.

Our Services

📘 Bookkeeping

Keeping accurate, up-to-date books is the foundation of your business’s financial health. I offer monthly reconciliation, categorized transaction tracking, financial reports, and clean QuickBooks setup—whether you're starting fresh or catching up on a backlog.

You’ll always know where your money is going. I’ll help make sure your records are ready for tax time, lenders, or simply smarter decision-making.

Accurate books also help you avoid costly errors, reduce missed deductions, and uncover savings. That adds real value to your bottom line.

Bookkeeping services include:

  • Monthly account reconciliation

  • Categorizing income and expenses

  • QuickBooks setup and cleanup

  • Financial statement preparation
    (Profit & Loss, Balance Sheet, etc.)

  • Ongoing support and monthly check-ins

📋 Back-Office Support
Add-On

Need help beyond the numbers? For clients on premium packages, I offer light back-office support to keep your operations running smoothly.

This optional add-on is ideal for staying organized between monthly financial check-ins. It often saves time and money by reducing admin errors, delays, and unnecessary overhead.

Available services (with select packages):

  • Invoice creation and billing support

  • Email and calendar management

  • Spreadsheet maintenance

  • CRM and document updates

  • Light client communication or scheduling

  • File organization and formatting

Not sure what you need?
Let’s talk through where you are and where you want to be. I’ll help you identify the support that fits best, whether it’s basic reconciliation or a full-package service.

Together, we’ll build a plan that makes your financials clearer and your workload lighter.

Pricing is customized based on your needs.
Every business is different, so I offer flexible monthly packages tailored to your workflow, workload, and goals..

✨ Want to preview what working together might look like? View sample packages.