Services
Everything your books need, nothing you don't
Simple, transparent bookkeeping services designed for small businesses and freelancers. No jargon, no surprises — just clean numbers and peace of mind.
Monthly Bookkeeping
Your financial foundation. Every month I reconcile your accounts, categorize transactions, and deliver clean, accurate books you can rely on.
- Bank and credit card reconciliation
- Transaction categorization
- Monthly profit & loss statement
- Balance sheet
- Unlimited email support
Tax Preparation Support
Come tax season, your books are already in order. I coordinate with your CPA or tax preparer so filing is smooth, accurate, and stress-free.
- Year-end books cleanup
- Organized financial records for your CPA
- 1099 preparation support
- Expense review and categorization
- Direct communication with your tax preparer
Financial Reporting
Clear, readable reports delivered on your schedule so you always know where your business stands and can make confident decisions.
- Monthly profit & loss reports
- Cash flow statements
- Balance sheet snapshots
- Custom report scheduling
- Plain-English summaries
Catch-Up Bookkeeping
Behind on your books? No judgment. I'll get everything organized and up to date so you can move forward with a clean slate.
- Full historical transaction review
- Account reconciliation for missed months
- Organized records ready for tax filing
- Summary of findings and recommendations
- Transition to ongoing monthly service
Not sure which service is right for you?
Let's have a quick conversation. I'll help you figure out exactly what your business needs — no pressure, no obligation.