I specialize in supporting small businesses, service providers, and solo entrepreneurs — including consultants, real estate professionals, trades, creatives, and online businesses. If your business earns revenue and needs clean, accurate books, I can help.

No. I work with clients remotely across the U.S. using secure, cloud‑based tools like QuickBooks Online. All communication, document sharing, and meetings can be done virtually.

I primarily use QuickBooks Online, the industry standard for small business accounting. If you’re not set up yet, I can handle the full setup and optimization for you.

If you’re already using another platform — such as Wave, FreshBooks, Xero, or a proprietary system — I can continue working within your existing setup. My goal is to support your business with the tools you’re comfortable with, while keeping your books accurate, organized, and tax‑ready.

During your free consultation, I’ll review your business structure, transaction volume, and goals. Based on that, I’ll recommend the package that gives you the right level of support — nothing more, nothing less.

Monthly bookkeeping typically includes:

• Categorizing and reconciling transactions

• Monthly financial statements

• Expense tracking

• Income tracking

• Basic reporting

• Ongoing support for questions

Every business is different, so your exact inclusions depend on the package you choose. You can also customize your plan by adding optional services — such as receipt management, sales tax filing, 1099 preparation, KPI dashboards, or other specific tasks your business needs. My goal is to build a bookkeeping solution that fits your operations, not force you into a one‑size‑fits‑all plan.

Yes. Whether you’re a few months behind or several years behind, I can get your books fully caught up, organized, and accurate — so you can file taxes confidently and move forward with clean financials.

Onboarding is simple and guided:

1. We meet for a kickoff call

2. You securely connect your accounts

3. I review your current books

4. I set up your workflows and reporting

5. You receive your first month of organized financials

Most clients are fully onboarded within 5–7 business days.

I use encrypted, industry‑standard tools for document sharing, bookkeeping, and communication. Your financial data is protected with bank‑level security and never shared with third parties.

Yes. I collaborate directly with your CPA or tax preparer to ensure they receive accurate, organized books at tax time. If you don’t have a tax professional, I can refer you to trusted partners.

Monthly bookkeeping is billed month‑to‑month with no long‑term contract. Cleanup and setup services are billed as one‑time projects.

Book a free consultation. We’ll discuss your business, your goals, and the level of support you need. If we’re a good fit, we’ll begin onboarding right away.