Work With Me!
When it comes to your business, you don’t have to be a jack of all trades. Let me help you trust your numbers and know where you stand.
From monthly bookkeeping to detailed cleanups, I've got you covered with clean books, clear reports, and the confidence to make informed decisions that grow your business.
How We Make It Happen
Path to Clarity & Confidence
Discovery Call
We start with a friendly chat to learn where things stand and what you need.
Diagnostic Review
I’ll take a close look at your books as they are. This will help spot what is missing or needs cleanup.
We craft a proposal that fits your business goals and needs.
Custom Proposal
Once your proposal is approved, we get the ball rolling! Depending on the services you sign up for, we'll set a dedicated schedule.
Approval
Got Questions? We’ve Got Answers
Here are some of our most frequently asked questions. Do you still have a question? Reach out and ask!
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All recurring services have set monthly prices for the year. Project-based services will be charged per project. Pricing is determined at the beginning of the engagement.
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Recurring services are automatically billed via ACH on the 20th of every month. Project-based services require a retainer at the start of the engagement and are billed on a milestone basis or upon completion.
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For weekly bookkeeping, at the beginning of your engagement, a schedule will be set up so you know when to provide and receive communication. Monthly bookkeeping will be worked on in the weeks following the end of the month.
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No, we do not! We do, however, have great partnerships with firms that do prepare tax returns and can provide a referral.
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
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Yes! We love payroll and happily provide this as an add-on to recurring services or as a separate service if that’s all you need.
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We use QuickBooks Online and Xero.
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We service clients remotely across the United States!
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You can reach us anytime via our contact page or email. We aim to respond quickly—usually within two business day!
Ready to work together?