Monthly Bookkeeping
Clean books every month: reconciled, categorized, and ready for confident decisions.
What I do
A system handcrafted around your business to grow with it.
Clean books. Clear financials. Calm, grounded systems for service-based business owners.
Core Services
The steady monthly foundation that keeps your business running on clean books.
Monthly Bookkeeping
Your books reconciled and categorized every month, so your numbers are always current and decision-ready.
Bookkeeping Cleanup & Catch-Up
Behind or backlogged? I'll bring your books up to date and accurate, however far back you've fallen.
QuickBooks Online Setup
A clean QuickBooks Online foundation, set up around how your business actually works.
QuickBooks Online Training
Hands-on guidance so you and your team can use QuickBooks with confidence.
Payroll Support
Accurate, on-time payroll support that keeps your team paid and your records clean.
Advisory Services
A clearer view of your numbers, so you can make confident decisions.
Financial Clarity Session
A focused working session to make sense of your numbers and your next financial move.
Bookkeeping Health Check
A thorough review of your current books, with a clear list of what's working and what needs attention.
Workflow & Process Review
A look at how money moves through your business, with practical ways to make it run smoother.
Nonprofit Services
Bookkeeping and grant support built for how nonprofits actually operate.
Nonprofit Bookkeeping
Fund-aware bookkeeping that keeps your nonprofit organized, transparent, and board-ready.
Grant Budget Development
Clear, realistic grant budgets that line up with your programs and your funder's expectations.
Grant Financial Reporting Support
Accurate financial reports that keep your grants compliant and your funders confident.
Financial Systems Review
An assessment of your financial systems, with grounded recommendations to strengthen them.
Specialty Services
Focused projects that get specific situations back in order.
Historical Cleanup Projects
Multi-year or long-neglected books brought back to accurate, reliable order.
Reconciliation Projects
Accounts reconciled and verified, so your balances match reality.
Financial Record Organization
Your financial records sorted, labeled, and easy to find when you need them.
Year-End Tax Preparation Support
Clean, organized year-end financials, prepared to hand off smoothly to your CPA.
