BOOKKEEPING
I’ll Balance the books, while you balance the rest.
Bookkeeping is the numbers puzzle behind every business. Whether you tolerate it, push it off, or just don’t do it; it’s an unavoidable reality of running a business. And the truth is: not doing your accounting, or doing it inaccurately, is expensive. Costly in time, money, and energy — the three currencies of business.
Clear, accurate books give you the confidence to make decisions, grow sustainably, and actually enjoy the freedom your hard work deserves.
We all know the saying: the only certainties in life are death and taxes. Not uplifting, but real. April 15(ish) comes around every year, and if you’re not tax-ready, the options quickly get stressful and pricey. Seeing the truth of your financial health in black and white is step one and the foundation for every smart move that follows.
I tailor your bookkeeping process to fit you and the way your business runs. I meet you where you are and help you get where you want to go, whether that starts with software setup, cleanup or catch-up, or monthly ongoing support.
Bookkeeping is typically the first thing pushed to the bottom of the list when you’re busy doing the work that keeps your business moving forward. When months pile up, it can become overwhelming fast.
A cleanup is a full review and reset of your books: fixing miscategorized transactions, reconciling accounts, organizing your systems, and correcting anything that’s out of place. A catch-up brings months of untouched bookkeeping up to date so you can see where you really stand.
Clean, accurate books give you space to breathe. They also give your tax preparer the complete, correct information they need, saving you money and reducing stress for everyone involved.
Every cleanup is different, because every business is different. I’ll start with an in-depth review of your Quickbooks to gain insight on where things stand, and create a project outline for what needs attention. I will tailor the process to fit your goals and timeline and when we’re done, you’ll have a clean slate and a clear financial picture to carry forward.
Cleanup / Catch-up
30% project deposit required for project to begin. This deposit is based on the estimate provided after the initial Quickbooks review.
Quickbooks review $250, billed separately.
Give yourself back the hours spent organizing money, stressing about what’s missing, or trying to make sense of your books at the end of a long day/month/year. With a clear plan in place and custom tools for tracking sales and expenses, your finances can finally start working for you instead of draining your time and energy.
Monthly bookkeeping includes accurate account reconciliations and refreshed monthly financial reports so you can understand what happened, spot trends, and see the path ahead. It’s clarity you can rely on every single month.
Once your books are cleaned up and our systems and communication flow are in place, we’ll move into an ongoing monthly bookkeeping agreement. This includes a customized package built around your business:
• Expense and revenue tracking
• Account reconciliations
• Monthly financial reports
• Any additional support your workflow requires
The goal: steady, reliable bookkeeping that gives you peace of mind and a clear picture of your business without the stress.
MOnthly Bookkeeping
Custom agreements starting at $250 monthly
FINANCIAL SERVICES
Need more time to do what you do?
Spending all your time on the job site, juggling employees, or chasing big ideas while the admin keeps stacking up?
For businesses that want deeper operational help, I can step in and take on some of the behind-the-scenes work that eats up evenings and weekends. Because my hands are already in your books, adding these responsibilities creates a streamlined system, better communication, and a more informed customer touchpoint. The result: less stress, more time, and a smoother running business.
These services can be added individually or bundled into a custom support package tailored to the way your business operates:
Financial Systems Setup & Support
Clean, intuitive systems that make day-to-day financial management easier and more efficientA/R Management (Invoicing & Collections)
Professional, timely invoicing and customer follow-up to increase cash flow and accuracyA/P Management (Bills & Payments)
Organized bill tracking and vendor payments to keep your operations running smoothlyProject Budget Management
Budgeting, tracking, and financial oversight for project-based work so you can stay profitable and plan ahead confidently.
Coaching & Consulting
What’s the plan?
I know what it feels like to pour everything into your business and still wonder if you’re actually on track. Maybe you’re tired of guessing, reacting, and feeling like you’re always one step behind. Income comes in, energy feels high, things look hopeful — and then one dip in sales sends you into panic mode.
It’s easy to get swept up in growth and excitement, throwing money at big ideas and patching holes. All those small decisions add up. And the truth is, many businesses struggle financially, not because they weren’t talented or hardworking, but because they didn’t truly understand their numbers.
I’ve seen business owners pay thousands in unnecessary interest, file taxes they shouldn’t have owed, or lose money simply because no one was watching the details. No judgment, this is incredibly common.
As your bookkeeper, I ensure every expense is accurately categorized and every system is set up to give you a clear snapshot of where your money is going. With these additional conversations, we’ll go deeper, patch cracks, explore trends and talk openly about what’s working (and what’s not), and build cost-cutting and savings strategies that bring stability and confidence.
MY APPROACH
My work is rooted in clarity, communication, & calm problem solving. I’m here to I bring structure and strategy… but in a way that still feels human.
What that looks like:
Judgment-free support, messy books are normal, and fixable.
Clear, simple systems that save you time and money.
Straight forward communication that start with listening and understanding.
Efficiency and systems that feel manageable, natural, and not forced.
Honest conversations about what’s working and what needs attention.
