Services
Pick a single service or a full monthly partnership. Each one starts from the same place, a clear picture of where your books are today.
01 · Ongoing
Your books, kept current and closed each month, so you're never guessing and never scrambling.
Every month I categorize your transactions, reconcile your bank and credit-card accounts, review for errors, and deliver a clean set of financial statements. You get consistent, accurate books and a short summary of what they say.
02 · Project
Behind on your books? You're not alone; and it's fixable!
Whether you're a few months or a few years behind, I'll reconstruct your history, reconcile every account, and correct what's off. You'll finish with an accurate, tax-ready file and a clear standard to maintain.
03 · Setup
The right foundation, built for how your business actually runs.
As a QuickBooks Online Certified ProAdvisor, I set up your file properly from day one: a chart of accounts tailored to your business, connected bank feeds, plus hands-on training so you and your team feel at home in the software.
04 · Advisory
Numbers only help if you understand them.
Beyond clean books, this is the conversation about what they mean. Together we'll track the metrics that matter to your business, watch your cash, and turn your financials into a tool for confident decisions.
Not sure where to start?
Every engagement begins with a free discovery call.
We'll look at your books and recommend the service that gets you the furthest, fastest.