What I Offer

Services built around your business, not the other way around.

Whether you need ongoing support, a financial snapshot, or a fresh start — there's a service that fits exactly where you are.

Monthly Bookkeeping

Your books, handled — every single month.

Most business owners know their books need attention. They just never have time for it. I take that off your plate entirely — so you open each month knowing exactly where you stand financially.

No scrambling at tax time. No mystery transactions. Just clean, accurate books delivered consistently.

What's included

  • Transaction categorization — every income and expense accounted for
  • Bank & credit card reconciliation so your books match your statements
  • Monthly financial reports — delivered on a consistent schedule
  • Email support — I'm actually responsive
  • Year-end books ready for your CPA — no scrambling

Best for: freelancers, sole proprietors, service-based businesses, growing teams

Monthly Summary Sample
Revenue $14,200
Expenses $5,840
Net Income $8,360
All accounts reconciled · Delivered on time

Financial Snapshot

Profit & Loss

6 months

Cash Flow

+$3,240

Net Margin

41%

Financial Reporting

Numbers that actually make sense to you.

A P&L statement shouldn't feel like reading a foreign language. I produce clean, clear financial reports and walk you through what they mean for your business — so you can make confident decisions, not guesses.

Knowing your numbers isn't just for big companies. It's how small businesses grow.

What's included

  • Profit & Loss statement — see exactly what you earned and spent
  • Balance sheet — a clear picture of what you own vs. what you owe
  • Cash flow report — understand money in vs. money out in real time
  • Plain-language explanations — no finance degree required

Best for: businesses ready to make data-driven decisions and grow strategically

Cleanup & Catchup

Behind on your books? Let's fix that — without judgment.

Life gets busy. Books get messy. It happens more than you'd think. Whether you're a few months behind or haven't touched your books in a year, I'll get you caught up and organized so you can move forward with confidence.

No shame, no lectures. Just clean books on the other side.

What's included

  • Full review of your existing books — identifying errors and gaps
  • Backlog cleared — all missing months categorized and reconciled
  • Account reconciliation across all connected accounts
  • Tax-ready books — organized and ready for your accountant
  • Optional: transition to ongoing monthly bookkeeping after cleanup

Best for: businesses behind on books, facing tax deadlines, or switching from DIY

Cleanup Timeline

1

Free discovery call

Assess scope, set expectations

2

Document access

Secure, simple file sharing

3

Cleanup begins

Typically 1–4 weeks

4

Clean books delivered

Ready for taxes or monthly service

The Process

How it works

From first call to clean books — here's exactly what to expect.

1

Book a free call

15 minutes. No pitch, no pressure. Just an honest conversation about your books and what you need.

2

We review your books

I take a look at where things stand and put together a clear picture of what needs to happen.

3

You get a clear plan

Scope, timeline, and pricing — laid out plainly before any work begins. No surprises.

4

We get to work

You focus on your business. I handle the books. Simple, consistent, and always on time.

Not sure which service fits?

That's exactly what the free call is for. Let's figure it out together.

Book a Free 15-Min Call

No contracts. No commitment. First month satisfaction guarantee.