What we offer

Services built for small business owners

From day-to-day bookkeeping to tax season and beyond, we handle the numbers so you can focus on running your business.

Monthly Bookkeeping

Accurate, up-to-date books every month. We categorize transactions, reconcile accounts, and deliver clean financials so you always know where your business stands.

Monthly transaction categorization
Bank and credit card reconciliation
Monthly financial reports (P&L, Balance Sheet)
Accounts payable and receivable tracking

Cleanup & Catch-Up Bookkeeping

Behind by a few months or a few years. I sort out the backlog, fix miscategorized entries, and give you a clean starting point.

Correcting historical transactions
Reconciliation issues
Financial statement reconstruction
Year-round tax planning guidance

QuickBooks Setup & Training

As a certified QuickBooks Online ProAdvisor, we set up your books the right way from the start and train you or your team to use them confidently.

New company file setup and chart of accounts
Migration from spreadsheets or other software
One-on-one training sessions
Ongoing support and troubleshooting

Financial Reporting and Analysis

Profit and loss, balance sheet and cash flow reports, with a plain-language look at what the numbers say about your business.

Profit & Loss Report
Balance Sheets
Cash Flow Reporting
Budget vs Actual Analysis

Bookkeeping services only. Not tax, legal or investment advice.

Not sure which services you need?

Let's talk. We'll help you figure out exactly what makes sense for your business.

Get in touch