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.

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.

Before

Messy Books

Assets

Checking (Business) $8,240

⚠ Not reconciled 4 months

Opening Bal. Equity $3,500

⚠ Should always be $0

Undeposited Funds $1,200

⚠ Sitting uncleared for months

Liabilities

Chase Visa $6,100

⚠ Doesn't match statement

SBA Loan + Interest $22,450

⚠ Interest lumped into principal balance

Equity

Opening Bal. Equity $3,500

⚠ Duplicated from Assets

Retained Earnings ???

Assets ≠ Liabilities + Equity

After

Clean Books

Assets

Checking (Business) $8,240

✓ Reconciled this month

Liabilities

Chase Visa $5,890

✓ Matches statement exactly

SBA Loan (Principal) $21,200

✓ Principal only — interest separated

Equity

Opening Bal. Equity $0

✓ Properly cleared

Retained Earnings $1,150

P&L — Interest

Interest Expense $1,250

✓ Separated from loan balance

Assets = Liabilities + Equity

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.
Cleanup & Catchup

Behind on your books? Let's fix that. No 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

Cleanup Timeline

1

Free discovery call

Assess scope, set expectations

2

Document access

Secure, simple file sharing

3

Cleanup begins

Typically 1 to 4 weeks

4

Clean books delivered

Ready for taxes or monthly service

Not sure which service fits?

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

Book a Free Discovery Call

First month satisfaction guarantee.