What I Do

Bookkeeping built around your business.

Every engagement starts the same way: understand the business, clean up the numbers, and keep them accurate month after month. Pick the pieces you need.

01

Monthly Bookkeeping

Transactions categorized, accounts reconciled, and books closed every month — so you always know where you stand.

02

Cleanup & Catch-Up

Months (or years) behind? I'll untangle the history, fix miscategorized activity, and get you current and tax-ready.

03

Reporting & Insights

A monthly profit & loss, balance sheet, and cash flow summary — with a plain-language note on what changed and why.

04

Payroll & AP/AR Support

Payroll recorded correctly, bills tracked, and invoices followed up on so nothing slips through the cracks.

05

Systems Setup

A clean chart of accounts and connected apps in QuickBooks or Xero, built to fit how your business actually runs.

06

Tax-Season Handoff

Organized year-end books and schedules delivered straight to your CPA — no scramble, no shoebox of receipts.