Explore what we offer

I partner with small to mid-sized business owners who are tired of drowning in receipts, stressing over tax deadlines, or watching profits slip away due to poor financial visibility. I take the chaos out of your books with accurate, timely bookkeeping that gives you clear, real-time insights into your cash flow and performance, while strategically handling your taxes to uncover every legitimate deduction and credit—often saving clients thousands. More than just compliance, I provide proactive financial guidance that empowers you to make smarter decisions, reduce unnecessary expenses, and confidently scale your business for sustainable growth. Let's turn your numbers into a powerful tool for success—reach out and let's discuss how I can help yours thrive.

Services

Services

Filters

Basic Service, Starting At:

  • Accurate recording and categorization of all business transactions (income, expenses, sales, purchases)

  • Monthly bank and credit card reconciliations to match records with statements

  • Preparation of key financial statements, including profit & loss (P&L) and balance sheet

  • Maintenance of up-to-date general ledger and organized financial records

  • Expense tracking, receipt organization, and basic cash flow monitoring

  • Tax-ready data preparation for seamless tax prep

$250.00
Plus Service, Starting At:

Everything in Basic, and also:

  • Multiple account management, higher transaction count management

  • Preparation and organization of required records for insurance premium audits (e.g., payroll reports, 941s, W-2s, subcontractor certificates, sales records)

  • Assistance compiling financial and operational records for loan applications (e.g., profit & loss statements, balance sheets, tax returns, cash flow projections)

  • Tailored Tax Planning and year-round advising support

$395.00
Elite Service, Starting At:

Everything in Basic and Plus, and:

  • Priority response time

  • Monthly phone calls

  • Payroll processing

  • External ledger reconciliation (IOLTA Accounts, HIPAA Compliant Accounts)

  • Project Management

$495.00

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