I Handle the Books. You Grow the Business.
Stop Stressing Over the Numbers. Start Growing Your Business.
With 10+ years of expertise, I handle the complexities of your bookkeeping so you don’t have to. From cleaning up messy backlogs to strategic cash flow forecasting, I provide the clarity you need to make confident decisions.
Bookkeeping Services
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Your books, handled monthly on a set schedule.
Ongoing bookkeeping that keeps your financials accurate and current, so you can make decisions from data instead of gut feel.
What’s included:
Monthly transaction categorization and review
Monthly bank and credit card reconciliations
Monthly financial reports (P&L and Balance Sheet) delivered by a set date each month
A monthly check-in to walk through what the numbers are saying
Year-end preparation and a clean handoff to your tax preparer
Starting at $800/month
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The foundation your business should have started with.
Many small businesses run on a patchwork of apps, a default chart of accounts, and guesswork. Setup replaces that with a system built for how your business actually operates.
What’s included:
Accounting software setup or restructuring (QuickBooks Online)
Custom chart of accounts matched to your business model and reporting needs
Bank, credit card, and payment processor connections
Sales tax, payroll, and invoicing configuration where applicable
Document-flow and month-end checklist so you know exactly what happens and when
A walkthrough session, plus written documentation of your system
Starting at $2,500
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Get from behind and unsure to current and confident.
Whether you’re a few months behind or have years of unreconciled transactions, this service brings your books to an accurate, current, tax-ready state.
What’s included:
Diagnostic review of the balance sheet, Undeposited Funds, A/R and A/P aging, and chart of accounts
Reconciliation of all bank, credit card, and loan accounts
Correction of miscategorized transactions and cleanup of duplicates
Catch-up of any unrecorded periods
Clean financial statements (P&L and Balance Sheet) for the period
A summary of what was found, what was fixed, and what to do going forward
Handoff of a clean file, ready for monthly bookkeeping or your CPA
Starting at $2,500
Beyond the Balance Sheet
With a BS in Business Administration and a decade of professional experience—currently serving as a CAAS bookkeeper at Hutchinson & Bloodgood LLP—I blend high-level firm expertise with the hands-on understanding of what it takes to run a small business. When I'm not diving into spreadsheets or nerding out over personal finance strategies, I'm likely busy being a mama or crafting at my workbench. I'm also the founder of Simple Life Candles, where I apply the same ‘keep it simple’ philosophy I use in bookkeeping to the art of candlemaking.