Our Services
Bookkeeping services
Monthly or quarterly bookkeeping services
QuickBooks setup and training
QuickBooks data entry and review
QuickBooks cleanup and catchup services
We’ll transform your financial chaos into a well-organized system that’s easy to understand and manage
QuickBooks Cleanup Service
We’ll dive into your QuickBooks data, clean up any errors, restructure and automate your QuickBooks processes:
• Chart of accounts review and correction • Reclassify miscoded transactions • Account reconciliation • Fix A/P & A/R imbalances • Clean up P&L and balance sheet • Correct payroll & sales tax issues • Adjust inventory & fixed assets • Deliver clean, actionable reports • Ensure seamless integrations with payroll, invoicing & tax software
QuickBooks Catchup
Behind on your bookkeeping? We’ll bring your books up to date, ensuring you have accurate financial information at your fingertips and clean, accurate tax-ready books.
Ongoing Bookkeeping Support
Once everything is clean and up-to-date, we offer ongoing bookkeeping support to keep your financials on track.
Accounting and Consulting Services
Financial reporting
We prepare financial reports, including profit and loss statement, balance sheet, cash flow reports, fixed asset depreciation schedules, payroll & tax compliance summaries
Tax-ready books
We prepare your books for tax filing, so they are ready to turn over to your tax preparer for a seamless, stress-free tax season.
Financial Insight
I help CEOs and CFOs understand their numbers—not just see them.
By analyzing your financials from the inside out, I uncover opportunities to streamline operations, eliminate hidden inefficiencies, and recover lost profits.
You’ll gain more than clean books—you’ll gain:
✔️ Clarity to make confident decisions
✔️ Efficiency across your financial systems and tech stack
✔️ Compliance that protects your business
✔️ Insight into what's really working—and what’s not
✔️ A partner who gives honest, strate