Accounting You Can Count On

For business owners who want a clean, confident financial foundation.

• QBO Setup: New to QuickBooks Online? I’ll guide you through setup via live screen-share, connect your bank accounts, and build a custom chart of accounts tailored to your business structure.
   
• Training: Need help learning QuickBooks? I offer 1:1 training sessions to empower you (or your team) to manage your books with confidence.
   
• Clean-Up & Catch-Up: Behind on bookkeeping? I specialize in turning disorganized books into accurate, tax-ready financials. Whether you're months or years behind, I can get you back on track. Starts with a diagnostic review.

Ongoing support to keep your books organized and accurate every month.

• Bookkeeping: Full-service transaction categorization, bank reconciliations, accounts receivable, accounts payable, and monthly reviews.
   
• Accounting: Strategic oversight of your financial systems, monthly Profit & Loss and Balance Sheet analysis, and support with LLC structure or system setup.
   
• Payroll: Stress-free payroll management through Patriot Software, including direct deposit, tax filings, and employee records.
   

Consistent financial management = less stress and better decisions.

Financial clarity and insight designed for growth-minded business owners.

• Reporting & Forecasting: Make confident decisions with accurate reports, custom dashboards, and cash flow projections.
   
• Capital Fundraising: Guidance for raising capital, investor conversations, and real estate negotiations.
   
• Financial Systems: Build out budgets, streamline your systems, and improve profitability through intentional planning and review.
   

Because your numbers should work for you—not confuse you.