Services Designed for Clarity
Whether you need a full clean-up or just someone to keep things on track, I've got you covered.
Clean-Up & Catch-Up
Behind on your books? Like, really behind? Don't panic. I've seen it all. I'll take your box of receipts (or digital mess), categorize everything, reconcile your accounts, and get you tax-ready.
- Reviewing past years' transactions
- Categorizing income and expenses
- Reconciling bank and credit card accounts
- Generating accurate financial statements
Certified QuickBooks ProAdvisor
Get RescuedPerfect for:
Business owners who are dreading tax season or have been avoiding their finances for months (or years).
Perfect for:
Established businesses that want to stay organized, compliant, and ready for growth.
Monthly Bookkeeping
Sleep easy knowing your books are always up to date. I handle the tracking so you can handle the business.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Monthly financial reports (P&L, Balance Sheet)
- Email support for quick questions
Advisory & Personal
Need more than just data entry? I can help track personal finances if they overlap with business, or provide deeper insights into your profit margins.
- Personal finance tracking (using Ledger)
- Budgeting and forecasting
- Cash flow management
- CPA coordination
Perfect for:
Owners who want to use their numbers to make smarter decisions and build wealth.