I provide ongoing bookkeeping support for small to mid-sized businesses, along with optional consulting support as your needs evolve.

My focus is on keeping your books accurate, organized, and easy to understand so you always know where your business stands and can make confident decisions.

For clients who want additional insight, I also offer guidance around cash flow, financial trends, and using your numbers to support business decisions.

Ongoing bookkeeping typically includes monthly transaction categorization, account reconciliations, and clear financial reports.

Depending on your needs, it can also include support with accounts payable and receivable, organization of your financial systems, and answering questions as they come up.

The goal is to give you consistent, reliable financials you can trust without having to manage the details yourself.

That’s very common, and I’m happy to help.

Catch-up and clean-up work is handled as a separate, one-time project before transitioning into ongoing monthly support. This ensures your books are accurate and up to date moving forward.

I’ll assess the current state of your records and outline a clear plan to get everything back on track.

Catch-up and clean-up work is priced based on the condition of your books, the volume of transactions, and the time required to bring everything up to date.

After an initial review, I’ll provide a clear scope and fixed quote so you know exactly what to expect before any work begins.

Yes, consulting support is available for clients who want to go beyond basic bookkeeping.

This includes reviewing financial trends, helping you understand what your numbers are telling you, and providing practical guidance to support business decisions.

While I am a CPA, services are limited to bookkeeping and consulting support unless otherwise agreed in a separate engagement.

The first step is a consultation so I can learn more about your business, your current setup, and what kind of support you’re looking for.

From there, I’ll outline a recommended approach and next steps. If it’s a good fit, we’ll move forward with a formal agreement and get everything set up.

You can request a consultation through the contact page to get started.